Multi-Family Office Services
Wealth Management
- Consolidated Reporting
- Comprehensive Financial Planning
- Cash Flow Forecasting & Budgeting
- Cash Management
- Pre-Transaction / Liquidity Event Planning
- Private Business Transaction Support
Estate Planning
- Wealth Protection Strategies
- Wealth Transfer (Succession Planning)
- Next Gen Engagement / Education
- Estate Attorney Collaboration
- Comprehensive Insurance Review
Tax
- Tax Document Consolidation & Organization
- K-1 Tracking
- Accountant Coordination
- Tax Optimized Portfolio Construction
Lifestyle Services*
- Bill Pay / Bookkeeping
- Concierge & Travel Services
- Private Aviation Services
- Security – Cyber & Physical
* For certain services we utilize trusted partners
Philanthropy
- Foundation Creation and Management
- Charitable Giving Facilitation
- Gifting Recordkeeping
- Donor Advised Fund (DAF) Oversight
Personal Estate
- Contract / Deal Structure Review
- Customized Borrowing Options
- Document & Due Diligence Management
- Property Manager Sourcing
Multi-Family Office Services
Wealth Management
- Consolidated Reporting
- Comprehensive Financial Planning
- Cash Flow Forecasting & Budgeting
- Cash Management
- Pre-Transaction / Liquidity Event Planning
- Private Business Transaction Support
Estate Planning
- Wealth Protection Strategies
- Wealth Transfer (Succession Planning)
- Next Gen Engagement / Education
- Estate Attorney Collaboration
- Comprehensive Insurance Review
Tax
- Tax Document Consolidation & Organization
- K-1 Tracking
- Accountant Coordination
- Tax Optimized Portfolio Construction
Lifestyle Services*
- Bill Pay / Bookkeeping
- Concierge & Travel Services
- Private Aviation Services
- Security – Cyber & Physical
* For certain services we utilize trusted partners
Philanthropy
- Foundation Creation and Management
- Charitable Giving Facilitation
- Gifting Recordkeeping
- Donor Advised Fund (DAF) Oversight
Personal Estate
- Contract / Deal Structure Review
- Customized Borrowing Options
- Document & Due Diligence Management
- Property Manager Sourcing