The services you need.
Call Us Today at
301.998.6595
FAMILY OFFICE SERVICES
Family Office Management
- Complete or partial outsourced family office management
- Professional administration and oversight of accounts and correspondence
- Staff mentoring, coordination, and supervision
Family Office Consulting
- Operating model comparisons and evaluations
- Merger or dissolution assessments
- Best practices implementation
Tax and Legal Coordination
- Coordination with tax professionals and assistance with tax filings
- Coordination with legal professionals and document review
- Family business succession planning and executive compensation planning
Brokerage and Trust Investment Management
- Independent total cost and performance analysis
- Independent oversight and investment advisory fee negotiation
- Tax and cash flow planning and monitoring
Risk Assessment and Oversight
- Independent risk exposure assessments and reviews
- Monitoring of all life, health, and other policies with periodic cost/benefit analysis
- Professional negotiation of policies and claims
Banking and Credit Relationship Reviews
- Continuous monitoring with fee analysis and cost comparisons
- Professional negotiation and structuring of fees, loans, and lines of credit
- Coordination and delivery of all supporting financial documentation
Family Meetings, Education, and Philanthropy
- Family offsite planning and coordination
- Family member financial education and mentoring
- Philanthropic organization research and vetting
Concierge Services
- Corporate and personal concierge services
- Professional household and family office organization
- Personal travel assistance including research, planning, and reservations
We offer:
Family Office Services
Legal Services
Financial Planning and Investment Advisory Services
Specialty/International Services