Family Office

Align your wealth today with the legacy you envision for tomorrow.

 

All of our family offices have one thing in common…
They are all different.

Our Family Office team creates personalized, branded single family offices for every client tailored to their individual values, needs, and passions. Our customized approach and extensive expertise helps clients create and implement their Richer Life Legacy Plan. This detailed plan allows clients to live more intentionally around the legacy they want to leave, so they can nurture, empower, and sustain their family values for generations to come.

Investment Portfolio Management

Our portfolio construction process is grounded in Nobel Prize-winning research in both traditional and behavioral finance. Your portfolio is specifically customized to help you maximize the probability of achieving your goals.

Family Governance & Education

Comprehensive planning for your family and the generations that follow.

Proactive Tax Planning

Accumulating, accessing, or transferring wealth can spur some serious tax implications. A forward-looking tax plan can simplify your financial life and uncover opportunities to maximize the value of charitable gifts or harvest tax losses to offset future capital gains.

Strategic Philanthropy & Foundations

In-house expertise to help you shift your charitable giving from transactional to transformational.

Private Investments

Unique access, insights and analysis to help you navigate the world of private equity.

Multi-Generational Wealth Transfer

Build a holistic plan for your legacy that provides for loved ones and protects your estate. An actionable plan can reduce administrative costs, distribute wealth responsibly, provide for the care of loved ones, and minimize estate taxes.

Beyond the Balance Sheet

Make meaningful connections with like-minded people beyond your portfolio. Individuals can engage in programs designed for networking, volunteering, learning, and sharing their passions.

Meet your Family Office Team