Multi-Family Office

Helping families navigate decisions

at the intersection of wealth and life

2023 Year-End Tax and Estate Planning Opportunities

We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.

Women & Wealth Magazine Spring Issue 2024

In this issue of Women and Wealth, we release our annual list of Women to Watch, investigate the gap in women’s health care, and discuss the power of storytelling. We also learn how to navigate the tensions of the coming election season and explore the meaning of financial feminism.

Comprehensive solutions for each client's unique needs

  • Investment Advisory

    Long-term, value-oriented investing with the objective of preserving and growing wealth

  • Trust Services

    Trustee and executor services that provide continuity for generations while easing administrative burden
  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your near- and long-term goals
  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities 
  • Philanthropic Advisory

    Assistance navigating the philanthropic journey to create a lasting, positive impact
  • Next Generation Experience

    Customized programs that support the rising generation

  • Center for Women & Wealth

    Investment, planning and philanthropic resources for women as they create and manage wealth 

  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit 

Ten Strategies for Raising Kids with Wealth

Adrienne Penta, the executive director of the Center for Women & Wealth, explores 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!

InvestorView Winter Issue 2024

In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.

We help families articulate their core values and then use them to make decisions around issues at the intersection of their wealth, their families, and their lives.

Let us help your family thrive. Email us at

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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.



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