Our Approach


Family Office Services
As families grow and change, the needs of individual members and the family as a whole become more complex. Lifestyle planning, estate and wealth transfer planning, income tax planning, philanthropic strategies, insurance reviews, risk management and individual asset allocation decisions are just some of the issues to consider, in the context of individual circumstances and attitudes to risk.

We deliver customized trust and family office services that include:

  • Wealth Transfer Planning
  • Reporting
  • Family Governance & Facilitation
  • Private Wealth Education


Administrative Services


We make ourselves available to you and your family, on your terms.


  • Consolidated investment and performance reporting for families and related entities
  • Tax planning
  • External services coordination, including insurance (life, medical, property/casualty), valuation, healthcare, tax/accounting, legal and business consulting)
  • Philanthropic planning and management
  • Alternative asset administration
  • Family trust disbursements


We can also act as a custodian through Evercore Trust Company, N.A.