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 or gifts to family members in an effort to transfer wealth across generations in a tax-efficient manner.

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We provide the following administrative services to high-net-worth individuals and their families: 

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• Tax Preparation

• Bookkeeping
• Bill Payment
• Trust Administration

• Performance Reporting

• Digital Storage