Our Family office service is specifically for our ultra-high net worth clients with a minimum in liquid assets of $10,000,000.
In this case we offer a total outsourced solution to managing the financial and investment side of a affluent individual or family.
For example, this may include budgeting, insurance, charitable giving, corporate family-owned businesses services , wealth transfer and tax services. Assistance with the purchase of assets such as corporations. Assistance with the purchase of property, vehicles, aircraft or yachts.
We also offer a MFO service (multi-family office) for clients who are upwardly mobile, where we can also handle a range of non-financial issues such as private schooling, travel arrangements and other miscellaneous household arrangements.