Core
Coordinated annual planning, consolidated reporting across all accounts and entities, and an annual tax package delivered to your accountant. For families consolidating their financial life.
FAMILY OFFICE SERVICES
Everything your wealth requires, under one place.
From wealth management to family office coordination, tax and estate planning, and executive-level financial oversight, organized around a single plan.
Family office services
We assemble and coordinate the professional bench around your family: accountants, lawyers, insurance specialists, and bankers, working from a shared plan instead of separate silos.
Integrated
Adds multi-entity and holding company reporting, working sessions convened with your accountant and lawyer, liquidity mapping across the family balance sheet, and philanthropic strategy. For families with corporations, trusts, or multiple generations.
Private Office
Adds family governance, business succession and liquidity-event planning, and standing family council meetings. For families operating with the complexity of an institution.
Fractional CIO & CFO
The oversight an institution has, without the institution.
Large organizations don't leave capital decisions to whoever is available. They appoint a Chief Investment Officer to govern the portfolio and a Chief Financial Officer to govern the balance sheet. Private families, foundations, and business owners face the same decisions with a fraction of the infrastructure. We provide that function on a fractional basis, an experienced seat at your table for a defined mandate.
As your CIO
Independent review of overall portfolio design, existing managers, funds, performance, and fee structures.
As your CFO
Corporate and personal balance sheet integration, cash flow and liquidity forecasting, Insurance coordination, and lifestyle management.
Investment Committee Services
An independent investment committee voice.
Experience that comes from sitting on the other side of the table. From single-family offices and multi-family offices to large foundations, we have served as CIO and investment committee member on mandates overseeing billions in capital.
Multiple committee perspectives
A lens shaped by serving on investment committees across family offices, foundations, and institutional settings. Experience working with outside consultants.
Built from the CIO seat
Hands-on experience designing and leading investment functions for single-family offices, including manager selection, asset allocation, and governance architecture.
Governance and control
A CPA, CA background applied to tax considerations, reporting, controls, and the discipline of decision-making, so committees have clarity, not just conviction.