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Family Office Administration

The purpose of a family office is to centralize the administration of wealth.


A traditional family office employs staff to manage investments, taxes, philanthropic activities, trusts, and legal matters.  The family office invests the family's money, manages all of the family's assets, and distributes payments to family members in an effort to transfer wealth across generations in the most tax-efficient manner possible.


We incorporate the following services into family offices we design and manage:

  • Financial Planning

  • Trust Administration

  • Investment Management

  • Consolidated Reporting

  • Performance Analytics

  • Tax Preparation

  • Bookkeeping

  • Bill Payment

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