Private Client Services

Navigating the complexities of wealth management requires informed decisions and the support of trusted professionals who understand your unique needs. Our goal is to help you achieve your financial aspirations by considering your lifestyle, philanthropic goals, and legacy plans. We offer comprehensive services in collaboration with experienced wealth managers and trust and estate attorneys to ensure your financial success.

Family Office Services

Our Family Office Services are designed for high-net-worth individuals and families seeking a cost-effective solution without the need for a fully staffed in-house office. In addition to our Advisory, the Family Office provides the following two primary services:

Bill Payment

Simplify your financial management with our bill payment service. We handle pre-authorized payments to specified beneficiaries, up to predetermined limits, ensuring your finances are managed efficiently.

Lifebook

Keep all essential family information in one place with our Lifebook service. Updated at least annually, it includes emergency contacts, advisor details, insurance summaries, estate planning documents, and financial statements.

By outsourcing these tasks to us, you can focus on what truly matters to you.