Hiring a Multi-Family Office

Do any of these scenarios sound familiar?

  1. You have significant wealth with greater than $20 million of liquidity and/or $50 million in net worth.
  2. You need coordinated advice across asset/investment management, risk management, income tax planning, estate planning, family philanthropy, and other areas where specific expertise is important.
  3. You are a family in transition and seeking business or family succession planning with resources regarding family governance and family learning.
  4. You need someone to provide organized, orderly reporting on family wealth.
  5. You need “another set of eyes” to evaluate, manage, and report on private investment opportunities.

We work with you to gain a deep understanding of your family’s goals and vision. We build a complete, detailed financial picture to support proactive financial and cash flow planning, tax planning, estate planning and philanthropic planning.

We also handle the “care and feeding” of your plan by implementing, monitoring, and adjusting when and where needed, keeping you informed with comprehensive reporting and communication along the way. Through this proven process, we can help you reach your goals while freeing you to focus in other areas that matter to you.

Contact Us

To assess whether our team is the right fit for you and your family, please contact us for more information. You can call us or send an email.

214-252-3250