Acting as an Extension of Your Office

We serve Single Family Offices that need the expertise of a trusted advisor, who understands the complexities involved in the management of a family office. We work closely with the families—and their Family Office Executives—in an effort to lower costs, reduce risk, and support their vision and goals.


An established family office that served a multi-generational family with assets of over $300 million, had the majority of assets in trusts. The family office was thinly staffed and in need of a partner with a flexible range of services to alleviate the administrative burden of reporting, managing alternative investments, and coordinating multiple external advisors. They also needed help managing overall risk, outsourcing specific functions, and restructuring legal entities for estate and tax planning purposes.


We would start by fully assessing the client’s needs and the current structure and service capabilities. Three solutions to meet the challenges may be recommended::

  • Consolidated reporting for all client investments, including a large number of private equity investments
  • Investment consulting, including asset allocation, and research on specific securities and external investment managers
  • Document storage and organization for ongoing maintenance of all relevant financial documents, and full access through a dedicated online portal

These solutions, if implemented, would provide the family office with the tools to make better-informed investment decisions with a tax-sensitive approach, and provide more proactive wealth planning advice to its end-client, the family members.

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