Family Office

The interests of affluent families are varied and numerous. The complexity requires an integrated delivery of services from multiple advisors and organizations.

The services provided to Family Office clients includes wealth management services, but the scope of activities under our management/guidance is expanded to include other areas of importance to affluent families that are not traditionally included in wealth management. To address each family’s needs in a highly individualized manner, we employ a customized professional advisory team that consists of both in-house staff and external advisors from our extensive professional network.