Our Capabilities: Family Office Solutions

The number of family offices has increased as more families have resources substantial enough to merit professional expertise and experience. Moreover, the investment landscape has grown more complex, and the range of issues and responsibilities associated with significant wealth has grown.

The questions families might face:

• Do you have a cybersecurity plan in place to protect your family and your business?
• Are you ready to start the conversation about money and wealth transfer with your children and grandchildren?
• Are you facing a transition with aging parents?
• Are you evaluating the optimal governance structure for your family enterprise to facilitate communications, decision-making, and a unified legacy?
• Is your family ready to become involved together in philanthropic activities?
• Is the next generation ready, willing, and able to take the reins of your family’s operating company?

We serve families across the United States in a range of capacities:

• We work with existing family offices to complement their many resource needs.
• We consult with clients who are evaluating whether to establish a family office.
• We support clients who may not need a bona fide family office but have complex situations and would benefit from resources that solve certain issues for them—a virtual family office, if you will.

Our Family Office Solutions practice accesses a highly curated network of internal resources and external professionals to address the issues that concern families the most. We would like to meet you wherever you are in your family-office journey and provide options for addressing your most important and pressing needs.