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:
We make ourselves available to you and your family, on your terms.
We can also act as a custodian through Evercore Trust Company, N.A.
You can download our brochure from the link - Brochure 2013.