A New Approach to Wealth Management

You do not need to be considered ultra high net worth to needs a family office.  If you are an entrepreneur, business owner, professional athlete, or just received a large sum of money and just do not know what to do, you can higher us to be your quarterback.  

We will guide you and make sure all of your needs are taken care of in a very efficient way.  The clients we have all agree that having a family office makes life a lot less stressful. It can be especially helpful to those family leaders who personally handle most aspects of a complicated and time-consuming financial structure.

For those who travel often, whether for business or pleasure, a family office assures that the family’s financial life continues to run smoothly —bills are paid, staff is supervised, investment portfolios are managed, taxes are filed. This can become especially important for former C-suite executives who after they retire and no longer have a personal assistant at their beck and call.

Having a family office can also provide tremendous peace of mind and is available to handle many of the one-offs life presents.  One of our clients lost their wallet while on a family vacation in Prague. Just the thought of dealing with such a hassle while in another country can send one into a tailspin. But in this case, after an understandable moment of initial panic, the client reached out to us and the hassles became our problem while the client continued their vacation.  In relatively short order we contacted banks, addressed credit cards, and replaced lost documents, including their driver’s license.  The examples of one-offs are endless.