Trusted experts to direct any and all aspects of financial management through premier services customized specifically for high net worth individuals, families, family offices, closely-held businesses, executives of multi-national corporations, family trusts and entrepreneurs.
Meet the Partners
As longstanding experts in the family office landscape, we know that, in managing their wealth, family offices face an inordinate amount of information, details, options, red tape and requirements. Therefore, many find it a considerable relief to rely on us for assistance organizing, evaluating and monitoring assets, investment portfolios, personal finances, property management and reporting. Serving as trusted advisors to our family office clients, we streamline the organization and management of their financial affairs so that they are free of time-consuming everyday obligations and can enjoy the fruits of their labors.
At every step, we employ a holistic, personalized approach toward wealth, providing responsive client service, while maintaining the highest degree of privacy and discretion. Highly knowledgeable, our specialists stay actively involved in numerous industry and professional groups in order to provide up-to-the-minute expertise and advice.
Addressing specific planning, reporting, financial management and lifestyle priorities with the ultimate in attentive care and integrity.
We pride ourselves on our accessibility, thoroughness and hands-on involvement to provide meaningful, insightful and proactive advice, visiting clients where it’s convenient for them and welcoming them at any of our regional offices. For global support, we maintain a presence in more than 440 locations in 125 countries worldwide through out membership in PKF International, a network of legally independent member firms around the world.Our Family Offices services include:
- Asset management
- Estate, tax and financial planning
- Client education and family meetings
- Philanthropy planning
- Concierge services
- Cash flow management & recordkeeping
- Risk management review
- Tax domicile planning
- Financing, collateral and covenant issues