As families grow and change, the needs of individual members and the family as a whole become more complex.
Lifestyle planning, estate and wealth transfer planning, income tax planning, philanthropic strategies, insurance reviews, risk management and individual asset allocation decisions are just some of the issues to consider, in the context of individual circumstances and attitudes to risk.
We deliver customized family office services that include:
- Family governance and facilitation
- Private wealth education
- Consolidated investment and performance reporting for families and related entities
- Reporting
- External services coordination, including insurance (life, medical, property/casualty), valuation, healthcare, tax/accounting, legal and business consulting)
- Philanthropic management
- Alternative asset administration
- Family trust disbursements
We can also act as a custodian through Evercore Trust Company, N.A.
