Family Office Services
High Touch - High Service
Family Office Services
Complementing our goals-based planning and wealth advisory, we offer a full suite of family office services not usually offered by traditional wealth management firms
We stand ready to draw upon both our in-house expertise and global network of advisors and service providers, all with the end goal of meeting your personal, family and financial needs.
Our services provide solutions to manage and pay your expenses, coordination of your professional advisors while providing you comprehensive investment reports, family financial education and philanthropic strategies. Concierge services from trip planning to access to exclusive events are also offered.
Broad-Based Integrated Solutions
We serve as your dedicated advocate for the management of all your family and financial affairs
+ Administration Services
- Day-to-day Family Needs
- Bookkeeping
- Bill Payment & Expense Management
- New Entity Formations (LLCs, FLPs, C-Corps)
- Preparation of Financial Statements
- Document Storage and Management
- Tracking, Organization & Consolidation of Tax Documents
+ Coordination of Advisors
- Investment Managers
- Bankers
- Accountants
- Insurance Agents
- Attorneys
- Real Estate Professionals
- Trustees (Individual or Corporate)
+ Comprehesive Financial Reporting
- Consolidated Reporting on Family Assets, Liabilities & Cash Flows
- Aggregation at all Levels: Family Groups, Entities, Portfolios, Asset Classes, Securities and Custodians
- Tailored Reports - Monthly, Quarterly or Upon Request
- Tracking of Alternative Investments
- Private Client Portal
+ Insurance Advisory
- Advice & Oversight
- Life
- Health
- Property & Casualty
- Excess Liability (Umbrella)
- Specialty Insurance
+ Private Banking
- Facilitation of Banking Services
- Checking Accounts & Credit Cards
- Mortgages
- Lines-of-Credit
- Commericial and Small Business Lending
- Portfolio Colateral (Margin & Non-Purpose Loans)
+ Real Estate Oversight
- Consulting & Monitoring
- Transactional Advice
- Financing
- Appraisals
- Property Management Coordination
+ Fiduciary Services
- Multiple Independent Trust Companies
- Trust & Estate Administration
- Custodial Services & Safekeeping
- Recordkeeping & Reporting
- Corporate Trustee Services
+ Family Governance & Education
- Governance Structures and Leadership Roles
- Development of Family Mission Statement & Values
- Coordination of Family Meetings
- Ongoing Family Financial Education
- Succession Planning
+ Philantropy Management
Family & Individual Legacy Planning Charitable Giving Strategies Establishment & Management of Private Foundations Coordination of Legal/Compliance/Administration
+ Lifestyle & Concierge Services
- Travel Planning
- Preferential Luxury Hotel Rates
- Exclusive Access to Luxury Vacation Homes
- Assistance with Unconventional Purchases/Sales
- Household Staffing & Payroll
- Privacy & Security Management
- Private Aviation Consulting
- Fine Art Advisory
Comprehensive Financial Reporting
We deliver clarity, control and organization to your financial Life
Our technology platform offers a comprehensive, integrated and flexible wealth reporting solution. We provide customized reporting services that include account aggregation, cash flow and budgeting, consolidated performance reporting and online access through a private family portal.
Account Aggregation
A holistic view of all your assets and liabilities. We aggregate account data from thousands of institutions that includes investments, banking retirement, insurance, 529s, 401(k), 403(b), annuities, real estate, hedge funds, private equity as well as mortgages, loans, bills, and other liabilities.
Consolidated Performance Reporting
We provide a full suite of reports on all of your investments, even those we are not advising on. Timely and relevant information on your investments will include asset allocation, risk analysis, aggregate performance, manager performance versus appropriate benchmarks as well as tracking of individual holdings. These reports are an important an tool for gauging whether you are meeting your overall investment objectives.
Cash Flow & Budgeting
We provide customization tools to track cash flow, create budgets and categorize income and expenses. Consolidate your bank and credit card records and have ad-hoc daily, weekly or monthly reports available. We can also integrate easily with leading accounting software. There are no clumsy import processes or manual data entries.
Private Family Portal
Through our secured, web-based private family portal, you can easily access your up-to-date, comprehensive wealth information which include individual account statements, account aggregation, cash flow and budgeting and consolidated performance reports. Also, our document vault provides a secure location to organize and store your personal, financial and legal documents.
Our Goal is to Help You Plan, Organize, Invest and Enjoy Your Wealth
Philanthropy Management
One of the Great Pleasures of Wealth is the Ability to Contribute to Society
Philanthropy can be a way for you to give back to your community, get involved with causes you believe in, and draw your family together in a common purpose. We can help you have an enduring impact on your community and future generations through strategic philanthropy.
We can also help you identify and refine your philanthropic goals and implement an effective, long-term charitable giving strategy. Working with you, we can:
• Articulate a mission statement
• Identify organizations and initiatives that match your interests
• Develop strategies to maximize tax advantages
• Allocate amounts to give and assets to use
• Maximize your charitable impact
• Design an effective, long-term philanthropic strategy
• Provide ongoing advice
Family Governance & Education
Educating Family Members with the Skills and Knowledge to be Financially Independent is a Complex Task for Every Family
Our client’s concern also extends beyond purely financial matters to the overall impact of wealth on their families.
Engaging and educating the next generation on wealth management and family values can be a powerful way to prepare them for the challenges and opportunities life might bring.
We are committed to working closely with you and your family in the following areas:
• Organizing family meetings
• One-on-one sessions with younger beneficiaries
• Developing programs tailored to your family’s specific situation
• Creating a family mission statement
Lifestyle & Concierge Services
We help you enrich the experience of living
Our mission is to enhance our clients' day-to-day lives and fulfill their biggest dreams. Through bespoke experiences and lifestyle services, we take care of every aspect of our client’s' lives to give them back the luxury of time.
We offer our clients special access and privileges through our in-house expertise and highly selective strategic partners – each preeminent providers in their respective fields – providing highly personalized service and support.
Travel Planning
Specialist travel team can organize everything from weekends away to adventure holidays, city breaks to ski trips, beach holidays to yoga retreats as well as fully bespoke, tailor-made experiences.
All aspects of travel including flights, helicopter charters, hiring private jets and yachts, booking hotels, coordinating transfers and limousine pick-ups.
Restaurants & Nightclubs
VIP priority reservations, unique benefits and access to chefs at the world’s most prestigious restaurants
VIP table bookings and treatment at the most exclusive nightclubs around the globe
Updates and recommendations on the hip and hot - and what’s not.
Entertainment, Sports and Events
Insider access to exclusive events, such as award shows, film premieres, fashion shows, previews and private art exhibitions
Tickets to worldwide events including music, sports, theater, opera and dance
Special event organization - birthdays anniversaries, weddings
Privacy & Security Management
Personal & family security consulting
Data security and confidentiality
Threat & security assessment
Executive protection services
Background checks
Private investigation services
Fine Art Advisory
Advisory services - acquisition & sales
Independent appraisals
Collection management
Financial services - Collateral for loans
Private Aviation Consulting
Global private jet charters
Aircraft sales and management
Private jet cards
Fractional ownership
Hangar space
Luxury FBO executive terminals
Household Management
Staffing - Administrative, domestic, grounds/property, culinary, caregivers, childcare
Payroll
Health Insurance
Human resources - Staff management and training, compensation & benefits
Private Healthcare Advisory
24/7 healthcare and wellness support
Universal medical records
Medical emergencies assistance
Second opinions
Access to top specialists to solve medical challenges
Global Rescue
Worldwide field rescue
Integrated medical, security, travel risk and crisis management
Medical evacuations
Security extraction
Travel intelligence