What we do well

We help global families of exceptional means maintain independent control over their family wealth strategy for multiple generations. We accomplish this by partnering with families to build their own private family office - customized for their specific family needs and managed for their unique family purpose.

About the private family offices we build

Created to serve the 360-degree wealthcare needs of the family as its sole purpose, the private family offices we build are family led organizations that orchestrate comprehensive, full balance sheet & income statement quantitative management in conjunction with appropriate qualitative services that address human complexities through family governance & lifestyle management while considering an extended time horizon that naturally includes multiple family generations.

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Our expertise encompasses design, implementation and oversight of long-term family wealth strategies for first & second generation creators of significant wealth and their family. We seamlessly integrate, personal, corporate and trust planning into one cohesive wealth strategy to simplify your life. By creating your own private family office, you’ll immediately notice a difference in the approach to your wealth conversation as our team’s loyalty is to your family. This approach contains no product sales agenda thereby eliminating the inherent product sale conflict of interest entrenched at a majority of financial institutions.

Learn about the 3 types of private family office structures we build