Empowering Family Legacies
Tailored Family Office Services, Powered by Our Partnership with BNY Mellon
What exactly is a Family Office?
When speaking with friends, business associates and colleagues you have probably heard the term “family office”. A Family Office provides much more than robust wealth management and holistic planning. Through your own Family Office you will work with a team of professionals that not only manage your investments but help you plan around the entirety of your wealth.
Whether it is a family business, legacy real estate, collectibles or helping plan your next family vacation, your Family Office is the centralized resource you can call to get answers and assistance.
As a high net worth individual, once your wealth has grown to over $5,000,000 it may be time to consider the benefits of a Family Office. In most cases a Multi-Family Office is most appropriate because of the high costs of running a Single Family Office. Generally a Single Family Office requires several hundred million in assets, while in a Multi-Family Office you benefit from reduced fees when compared to a Single Family Office because of the benefit of shared costs and combined resources.
A Family Office is your private firm that manages your wealth and investments based on your families core values. They will assist you in every aspect of your wealth and life planning with comprehensive services tailored specifically for you and your family.
A Family Office provides resources beyond that of a Private Client Group.
SOLUTIONS
Helping Family Offices Prosper for Generations
For more than 50 years, we’ve been a trusted partner for family offices, delivering tailored family office services that enhance operational efficiency, reduce risk, and safeguard generational wealth. These results stem from a family office investment strategy built on deep expertise and a collaborative approach that starts from day one.
Few family office service providers understand the complex financial and investment needs of wealthy families like we do. Our solutions include Family Office Wealth Management, Governance, Philanthropic Advisory, Technology Consulting and Trust Planning.
We provide educational resources covering family office strategies, financial education, leadership development, and succession planning-along with best practices in cyber, physical, and personal risk management.
2024 Investment Insights for Single Family Offices
Based on extensive research from 189 of the world’s largest family office investment decision-makers, this report explores key trends in family office investment strategy, governance, and wealth management family office decision-making.
Download the report today to stay ahead in the evolving family office landscape.
Tailored Family Office Services for Every Stage of Wealth
Global Family Office: A Distinguished History and Dedicated Practice
Today, our Global Family Office practice is one of the largest in the world, with over 300 clients. With decades of experience, we anticipate the evolving needs of UHNW family offices, providing customized family office solutions that foster long-term success.
If there’s a secret to our success, it’s our commitment to collaboration and family office wealth management expertise.
A Nuanced Understanding of the Family Office
A Reputation Built on Trust
With over $46 trillion in assets under custody, BNY is the world’s largest custodial bank, touching approximately 20 percent of the world’s investable assets. For over 240 years, we have been adapting to change—helping guide our clients through times of both growth and contraction.
Our stability has contributed to us being named as a Globally Systematically Important Bank or G-SIB. With just 29 in the entire world, it’s not just a designation, it’s an honor.
Here For You at Every Stage
Regardless of whether you’re an emerging family office or a multigenerational one, we have the resources and expertise to address your most difficult challenges.
We proactively help clients anticipate and avoid challenges, ensuring your family office is positioned for long-term success.
Comprehensive Family Office Services & Investment Solutions
Each of our family office services are designed to support the unique financial needs of single family offices, from investment management and family office custody to fiduciary guidance and global reporting.
Investment Management
Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you achieve your unique goals.
Banking and Lending
We offer the necessary resources and expertise to ensure estates are managed to maximize value while minimizing the burden on family and heirs.
Fiduciary Expertise
With over two centuries of experience as a corporate trustee, our fiduciary specialists work with you to ensure family trusts are administered the way they were intended.
Global Custody & Consolidated Reporting
Get greater security and control with global custody and safekeeping of global marketable assets.