above and beyond

This is a common phrase that we prove is uncommon. As a business owner of a growing enterprise, you seek advisors who don’t just sell you the next plan or product, but who white-board with you to uncover your remarkable and unique path to success.

Family Offices

Ready to get started? Contact us.

Michael White 
Managing Partner

Today’s family offices are incredibly dynamic. Numerous investments, multiple financial and legal advisors and constantly changing wealth transition obstacles can all be overwhelming to entrepreneurs, wealthy business owners or high net worth families organized under a family limited partnership structure. We provide several strategic financial services for family offices to help them navigate the unique opportunities and challenges they will inevitably face, including family succession planning, cash flow management/reporting, tax planning, estate planning, multiple entity accounting and investment reporting.

Many of our wealthy clients spend so much time and effort building successful businesses that they don’t have sufficient time to manage their personal finances with the same diligence. They often don’t even have a proper will in place, personal finance budgeting, entity structuring that adequately protects their numerous assets or back office procedures that manage their multiple high-value investments efficiently. We can serve as your family office’s strategic advisor that develops the integrated planning necessary to coordinate every aspect of your personal finances, and that also holds you accountable during quarterly meetings to ensure you’re doing everything possible to achieve your goals. 

Your family office will also enjoy the unique advantages of an impartial advisor collaborating with the other critical members of your strategic team. Since our compensation is strictly fee-based with absolutely no incentives based on your wealth portfolio’s performance, we can provide completely independent and unbiased advisory services for every facet of your family’s operations to ensure your assets are always protected.