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Family Office and Concierge Services

As part of our Private Wealth Services Group,  the Family Office Team provides highly personalized services to secure your family’s future   while maintaining the highest level of privacy and utmost discretion.  Our professionals employ a disciplined and structured approach to work closely with families to manage their personal affairs and enhance their lives by providing a broad spectrum of services that is designed and integrated with key members of your investment and business team.

By trusting your financial and personal affairs management to our Family Office Team, we will develop a strategy to ease the burden of your administration responsibilities that includes family members, investment advisors and attorneys that will fulfill your personal financial needs and secure your family’s financial future for generations to come.

The Family Office Team applies their proven expertise with the emphasis on the attention to detail to protect your future by providing services that include:

Personal Financial Management

• Banking needs including wire transfers and credit cards
• Bill paying and maintaining financial records
• Coordinating information through supporting documents and schedules to be utilized for the preparation of tax returns
• Coordinating information flow with ongoing service providers
• Developing financial and reporting packages
• Document and record management
• Household payroll and reporting
• Preparation of budgets and cash flow management
• Philanthropy management and administration including monitoring charitable contributions
• Reconciliation of bank and investment accounts
• Tracking and analysis of family assets including collectibles

 Wealth Planning

• Cash management
• Designing sophisticated wealth transfer planning strategies and succession planning
• Income tax planning
• Gift tax and philanthropic planning