Family Offices

We provide services to very high-net-worth individuals who have established family offices (offices established by groups who have accumulated a significant amount of wealth, for the centralized management of that wealth and family matters).

We understand that management of investments and family affairs can be extremely time-consuming and also often emotionally driven, given those who are involved and vested in the success of the office. We assist family offices with tax planning and compliance, as well as assurance and internal audit services. We work directly with the family offices, and we also find ourselves working alongside other outside specialists employed by the family office, including attorneys.