The modern multi-family office is the preferred way that wealthy families around the world manage their financial, philanthropic, and personal affairs. A well-designed multi-family office can serve as a centralized support system that is specifically tailored to the needs of the family.
The very nature of a family office indicates that the value is most likely different for each client. Family office relationships may not be appropriate for every ultra-high net worth family, but there are several services that independent family offices are better positioned to provide when compared with large financial institutions.
Our services depend on the needs of each family, but the following are commonly utilized in addition to what you would expect from traditional wealth management.
Our family office clients often have existing relationships with other financial institutions. We value those relationships, working to compliment good investment work that is already in place and make new recommendations to replace underperformers. We view our role as the family’s most trusted advisor, sitting in as Chief Investment Officer and Execution team to institutionalize family wealth.