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Family Office Services

Offering a robust line of products to meet your personal and business needs

Let our team handle your family office services

We believe high-net worth families should be treated as a business enterprise.

Family offices services are delivered to you in a virtual environment without the need for and cost of a physical "brick and mortar" office location.

The focus of family office services is to shift administrative burdens away from family members and provide oversight of the Advisor Team for performance accountability.

Family Office Services available:

  • Family Accounting and Financial Reporting system
  • Bill Pay services
  • Personal Assistant Liaison (PAL™):
  • Family advocate
  • Facilitate family and advisor meetings and agendas
  • Manage advisor team updates and the flow of information
  • Advisor team task and project oversight
  • Aircraft ownership services
  • Risk management services
  • Mail & Documentation management