A Family Office manages and oversees an affluent family’s wealth, including their investments, tax planning, and estate planning. We strive to take the family office to a higher level in order to simplify a family’s complex financial life. The goal of our Family Office model is to offer the highest level of care and concierge service to provide wealthy families with order, simplicity, and financial confidence.
High net-worth families realize that their largest expense is their taxes. For more than 30 years we have helped family’s across the country save millions of dollars in taxes. For individuals and business owners like you, we can help save up to 50% in taxes every year with our strategic tax planning.
We understand the unique needs and complex challenges of high net-worth families. With specialized expertise and experience, we help wealthy families manage their complex financial affairs by offering customized private wealth management strategies. Our Private Wealth Strategies are best suited for high net-worth individuals that meet the highly accredited investor status.
We understand that divorce is a difficult transition to make. By working with our team you will benefit from tools such as forensic accounting, lifestyle analysis, and business valuation, which help to facilitate settlements out of court. Our diverse team has the knowledge and experience to help you determine effective preservation strategies.