Tell us how your family is organized today, however informal that may be. We want to hear the whole story before we suggest where you might begin.
How the Family Is Organized
We work with your family to organize its wealth and settle on a clear way to make decisions.
To keep your family's decisions coordinated instead of scattered across disconnected advisors, our wealth management can include family office structure and governance. That means agreeing on who has a say, what reports you receive and how things get done. The right setup is the one that fits the complexity of your assets, the way your family works together and the time you can spare. It can change over time as your needs do.
The Services in How the Family Is Organized
The first three services are about your wealth, and the last two are about your family itself.
- Family Office Structure With our help, you take stock of what you own and the cash you need, then design how money moves and how your advisors connect.
- Single / Multi-Family Office We help weigh your own office against one shared with other families, given how complex your holdings are and the privacy and control you want.
- Family Mission Statement A mission statement, written together across generations, says what your wealth is for and what you hope your heirs will do with it.
- Family Governance Structure Informal agreements can strain as a family grows, so we help you put in writing who decides, who does what and how disagreements are handled.
- Multi-Custodial Family Office When your accounts sit at more than one institution, we oversee them all as a whole.
