A family office oversees investments, taxes, estate planning, and philanthropic giving. But aside from wealth management, a family office also administers and manages the family’s day-to-day affairs, which may include tax compliance, private banking and private trust services, document storage, record keeping, expense management, bill paying, bookkeeping, financial education for family members, support services, and life transitions.
Beyond these financial tasks, our family office is available to assist with all financial decisions affecting your personal life. We can meet with your children to help them open their first checking or savings account. We can help a surviving spouse administer and settle an estate. We can help you put together a care plan for an aging parent.
When life events occur, whether they are planned or unplanned, we want to be the first name you go to in your rolodex.