You’ve spent a lifetime accumulating wealth. How much time do you want to spend on the details that accompany that wealth? Your finances and your time are too important to be handled haphazardly.

Our Executive & Family Financial Caretaker group is ready to take on any or all of your financial or "family office" needs. Our goal is to serve as a one-stop resource to help you maintain and increase your personal and family wealth while allowing you the time to enjoy the benefits that wealth provides.

We can help you and your family manage its cash flow and pay its bills; assist with selection and monitoring of your investments; and provide estate, tax and financial planning to help you achieve your goals. We can serve as a trustee or executor for various tax-related legal entities, and provide advice on ways to structure the overall distribution of your wealth to these entities, charities or other family members.

In addition, we can serve as a central coordinator for your various charitable contributions, including assistance with the establishment and day-to-day operations of family foundations. We can also help your children or any elderly relatives address their particular financial issues. Finally, our services can extend beyond these traditional financial services to include structuring of deals, management of property and assets, domestic help coordination, and other forms of assistance.

Whatever your financial or family office needs, we are ready to serve you. We have been providing these services for high-net-worth clients and their families for nearly 25 years.

 

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