Our family office services are designed to simplify the financial lives of our clients by providing unparalleled management of their financial lives.  Our clients are successful individuals and families of means, including business executives, attorneys, athletes, entertainers, artists and writers. 

• Estate tax planning - Select tax advantaged retirement options, plan your retirement and reduce estate taxes for future generations.  
• Succession planning - Prepare the next generation of family members to manage the family's affairs.
• Accounting - Serve as the family's CFO to manage bookkeeping, personal financial statements, check writing, and monthly financial statements.
• Income tax planning - Provide tax planning which is integrated with your overall wealth management strategy and enables us to efficiently prepare all of your estate, trust, partnership and personal tax returns.
• Family meeting facilitation – Conduct formal family meetings to promote family participation in planning.