Family office services
Office support without the office overhead.
Most advisors manage portfolios. We act as your family’s private office, overseeing investments and day-to-day financial administration in coordination with your CPA, attorney, and other advisors—ensuring your family’s financial life is handled, organized, and intentional.
Families we serve
Our private office is built for families around $10M and up, and for families who are clearly growing into that level of complexity.
Established complexity
(typically $10M+)
Families whose complexity is already real, and who want to avoid the expensive consequences of missed details.
Multiple income sources and entities.
Tax return with 20 to 60 K-1s and 1099s.
Private investments with capital calls and commitments.
Numerous assets and liabilities.
Consolidated reporting and clean financial statements.
Growing into complexity
(approaching $10M)
Families on a clear trajectory who want a system in place before things become chaotic.
Anticipating a business exit, liquidity event, or major income shift.
A growing real estate portfolio with multiple properties.
Starting private investing and alternative allocations.
Starting estate planning, trusts, gifting.
Multiple advisors with no true quarterback.
How it works
We build a robust infrastructure early, keep the moving parts coordinated, and stay accountable for the details.
We’re the team that gets copied on financial communications: when we’re in the loop, deadlines are kept tight, details are tracked, and nothing falls through the cracks.
What we handle
Investment management is only part of a family’s financial life. We combine planning and portfolio management with private office support to keep your finances organized, payments handled, and your advisors aligned.
Private office support
Bill pay and recurring payment management
Quarterly tax payments and tax coordination
K-1 and 1099 collection and organization
Investment tracking, capital calls, commitments
Consolidated reporting and financial statements
Coordination with your CPA, attorney, lenders, and other advisors
Insurance and liability planning across homes and entities
Planning and investments
Full financial planning and decision support
Portfolio design and investment management
Tax-aware investment planning
Liquidity events and concentrated position strategy
