When you don’t have time
for all of the cumbersome administrative tasks,
we have a special, customized service just for people like you...
for all of the cumbersome administrative tasks,
we have a special, customized service just for people like you...
FAMILY OFFICE
- Structure and Design
- Data and Account Aggregation
- Accounting Facilitation
- Bookkeeping
- Liability Management
- Financing and Recapitalization
We take care of the details so you can focus on what you do best.
It may as simple as organizing some documentation for you, or helping you identify other professionals who can help you in other areas.
Or, it may be as complex as arranging financing, or consolidating your reporting with the help of your accounting professional.
Our approach is personal and collaborative.
Our relationship will be defined entirely by you — however, you can expect the following from us, at a minimum:
- We administer and manage the entire estate with little to no supervision.
- Advice free from conflicts of interest and will not sell products.
- Comprehensive reporting of all activity
- Direct Investment advice and execution, or investment oversight of multiple managers
Contact us today for a free, no obligation consultation.
