Solutions & Services
Case Studies
Family Office
OBJECTIVE
Our client came to us with a goal to manage and monitor the wealth for several of his adult children.
SOLUTION
We developed a "family office" service. This included investment management and a host of financial management services. It provided estate planning for each member, master custody for multiple asset managers, fiduciary services and tax preparation for all individuals and trusts. It also covered accounting for family operating cash receipts and disbursements.
RESULT
This complex and comprehensive plan met the objective of providing a single resource for the family members' financial needs and for their sense of well being.