Family Office Advisory

Helping you achieve your wealth objectives and manage life’s complexities

Custom advice and solutions to help you manage life's complexities

We collaborate with you to create an enduring, one-of-a-kind family office aligned with your values and goals that will help you to achieve all manner of financial and personal objectives. Our primary objective is to alleviate the complexity in your life while building deep, long-term relationships and providing a service level befitting the most discerning families.

Seven Considerations Before Creating a Family Office

In this article, we discuss family offices, what it takes to create one, who should consider creating one, and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.

In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind.  

We begin every relationship by helping families understand and articulate the “why” – or said differently, the values – that underpin how their money is spent, saved and given away. Families who are successful over generations have clearly articulated values and objectives that drive their decision-making. As a result, these families are able to engage the rising generations proactively in understanding and working toward the family’s goals, which is critical to fostering a thriving family and preserving wealth over the long term.

We believe succession planning should be rooted in deep family engagement and relationship building. We seek to support all family members as individuals while preparing the next generation of leadership to assume responsibility in a way that allows for a seamless, successful transition for generations.


When building your family office, we help develop a family engagement and communication plan, as well as establish or refine a governance plan that includes a roadmap for family office succession. In our experience, a robust governance plan is key to a durable family office that will serve generations. In the case where a family office CEO retires, we can also help identify a successor or step in to become the succession plan if the family no longer wishes to manage the enterprise independently. As a multigenerational partner-owned private business that has successfully evolved and transitioned the company over 13 generations of Partners, we are deeply familiar with this topic.

The work we do with families is rooted in deep family engagement customized for each family member.

Family Office Solutions

  • Family meeting coordination and facilitation
  • Next generation education and programming
  • Values-based planning facilitation

  • Real estate loans and mortgage coordination
  • Aircraft/yacht acquisition and finance
  • Art finance
  • Bridge loans 

Borrowed funds cannot be used to purchase securities

  • Property and casualty insurance coordination and review
  • Life insurance coordination and review
  • Disability insurance coordination and review 

  • Corporate strategy, finance and M&A strategy
  • Investment advisor/banker coordination

  • Federal and local tax compliance and coordination
  • State and local nexus planning
  • Offshore trust planning

  • Bill payment
  • Bookkeeping
  • Document storage
  • Hiring and management coordination
  • Payroll administration coordination

Let us help build your family office. Email us at

Contact Us

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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