OUR FAMILY OFFICE SERVICES
We provide a full-service support team to entrepreneurs and affluent families, which includes coordinating and working directly with their advisors and financial, legal, and insurance teams.
- Cash Management and Bank/Credit Card Reconciliations
- Bill Payments
- Personal Accounting and Financial Reporting
- Asset Management and Maintenance
- Hosting Family Meetings
- Estate Planning and Gifting
- Charitable Giving and Foundations
- Preparation of Household Employee Payroll