Services
As a full-service family office, our expertise lies in overseeing and expanding family trusts and catering to high-income families through a comprehensive list of services.
Financial & Performance Reporting
High-income individuals may have complex financial portfolios that require consistent monitoring and reporting. Our experts provide detailed, real-time financial reports and performance analysis to help clients make informed decisions and track progress.
Cash Management
Efficiently managing cash flows and liquidity can be challenging. We’re here to help you optimize cash management strategies to maximize returns and ensure that funds are readily available for investment or other financial needs.
Capital Call Management
Coordinating and managing capital calls from various investments can be a logistical hurdle. Our team facilitates the timely response and management of capital calls, ensuring clients are well-prepared for capital commitments.
Activity Monitoring
Clients may not have the time or expertise to monitor and track their financial activity effectively. We continuously monitor financial activity, detect anomalies or opportunities, and provide proactive recommendations to clients.
Estate Plan Execution
Ensuring that estate planning documents are executed properly and updated as needed is crucial. We oversee the implementation of estate plans, including wills, trusts, and gifting strategies, while adapting them to changing circumstances.
Account Maintenance
Managing multiple financial accounts by yourself can be daunting and time-consuming. We streamline and simplify the management of various accounts, ensuring they are up-to-date, well-organized, and compliant with regulatory requirements.
Private Investment Subscription
Identifying and accessing attractive private investment opportunities can be difficult. We assist clients in identifying, evaluating, and subscribing to private investments that align with their financial goals and risk tolerance.
Bill Pay
Managing a multitude of bills and payments accurately can be overwhelming. We simplify bill payment processes, automate recurring payments, and provide oversight to ensure bills are paid on time and accurately.
Household Payroll and Staffing
Managing household staff and payroll can be complex and legally challenging. Our team assists with hiring, payroll management, and compliance to ensure smooth operation of household staffing.
Tax Return Coordination
High-wealth individuals often face intricate tax situations that require professional coordination. We collaborate with tax professionals to coordinate tax planning, filings, and strategies to minimize tax liabilities while staying compliant.