HOLISTIC SOLUTIONS

The multi-single family office experience


We frequently function as our clients’ outsourced Chief Financial, Fiduciary, Administrative and Investment Officers, helping to guide them through the most suitable family office solutions for their specific needs. Our dedicated teams are available 24/7, irrespective of timezone.

TOTAL BALANCE SHEET

The central tenet of our approach is the family balance sheet.


Our 360-degree view allows us to identify and understand how family financial decisions impact one another – from taxes, to investment risk and return parameters, to wealth preservation and liquidity requirements. The exhaustive discovery efforts behind creating each family’s balance sheet underpin every decision that we make for our clients.

SOPHISTICATED SOLUTIONS

Complex situations require sophisticated solutions.


We help clients navigate complex financial situations by delivering objective advice that’s based on an integrated and comprehensive solution. Dedicated client teams – composed of leading professionals that span multiple disciplines – provide a unique ability to help clients make decisions based on the aggregate picture of a family’s entire portfolio.