Family Office

Create your own family office experience, where you can leverage all our capabilities to grow your assets and achieve your family’s financial objectives.

Our financial advisors attend multiple meetings with the relevant service and investment providers for your family. We not only understand your family’s objectives and challenges, we lead and coordinate all the moving pieces necessary to succeed.

Through research and investment in human resources, we have found and trained experts to tackle the most important challenges for affluent families such as: Estate planning, Tax planning, Legacy, Family business & governance, and Investments.

The course of action will be determined once the needs are carefully assessed by your family jointly with our team.

Thanks to our unique platform that includes benefits such as: special fee arrangements with multiple custodians and professionals, open architecture, in-house reconciliation software, in depth due diligence, credit facilities, alternative investments (Real Estate, Mezzanine Loans, Projects), as well as professional and independent research, your family’s investments will positioned to perform and achieve your goals.

We will help you coordinate among your service providers or introduce you to our platform of professionals including: lawyers, brokers, CPAs, as well as other professionals which all have been previously vetted by our organization and have negotiated fees for our clients.

Family Office Experience

Our system, our professionals, our high ethical standards and our processes are differentiating factors of our service but our character is what sets us apart in this industry; we make your needs and problems our own.

We are MORE THAN FAMILY.