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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.