Multi-Family Office Services
The accumulation of wealth often goes hand in hand with increasing complexity. Through our Multi-family office service, we simplify this complexity by managing our high-net-worth clients’ finances, philanthropy, record keeping, related partnerships, and other ventures.
Our Multi-Family Office Services offer a full range of services to help our clients and their families manage and sustain their wealth, including:
Estate & charitable
planning
Trust services
·
Philanthropic planning & administration
·
Estate planning
·
Business succession
Family
governance
Legacy planning
·
Health & wellness
·
Caregiving
Investment
management
Investment strategy
·
Asset allocation
·
Comprehensive investment product
Cash management & lending
Cash management
·
Liquidity solutions
·
Private banking
·
Wealth forecasting
Risk management administration
Insurance
·
Security
·
Document & record management