As your wealth grows, so do the complexities associated with managing it. Whether the cause of a significant increase in your net worth is the sale of a business or an inheritance, your responsibilities as the head of household often become more time-consuming, complex and overwhelming. The more you acquire, the more time you must devote to management and oversight.It’s the ultimate paradox—more wealth means more to manage, and more to manage means less time to devote to enjoying wealth.The value of our family office services lies in the ability to identify these pain points for youand solve the paradox of wealth.

Investment Solutions

• Portfolio Management
• Defined Benefit | Contribution
• Alternative Investments
• Stock Option/Restricted Stock
• Real Assets
• Liquidity | Banking
• College Funding

Estate & Transfer Planning

• Estate Overview
• Tax Minimization
• Charitable Gifting
• Beneficiary Designations
• Trust Services
• Life Insurance Consulting
• Valuation Services

Retirement Planning

• Cash Flow Planning
• Withdrawal Strategy
• Social Security and Medicare Evaluation
• Business Succession

Business Planning

• Cash Management
• Investment Banking
• Business Valuation
• Succession Planning
• Legal Work
• Corporate Governance
• Key Man | Buy-Sell

Risk Management

• P&C Liability Overview
• Legal Structuring | Entity Formation
• Health Care Evaluation
• Long-Term Care

Real Estate

• Investment Property Considerations
• Property Management Services
• Commercial & Residential Brokerage Services
• Lending & Mortgage


• Bookkeeping
• Tax Planning
• Bill Paying
• Debt Management
• Balance Sheet Preparation
• Tax Return Preparation
• Budget & Spending
• Cash Flow Monitoring | Reporting

Family & Lifestyle

• Finance Oversight
• Family Governance | Education
• Personal Banking
• Travel Planning Assistance
• Private Charter (Yacht & Air)