Family Office Services

Our bespoke services cover an array of traditional family office services in concert with and to assist your existing advisors.

1. Administrative (Reporting and Record keeping)
2. Billing Management
3. Business Consulting
4. Business / Family Meetings
5. Cash Management
6. Concierge / Client Specific Projects
7. Document Storage and Management
8. Estate Planning and Wealth Transfer
9. Family Communication
10. Financial Planning
11. Individualized Counseling and Education
12. Investment Advisory Services
13. Legal Services
14. Philanthropic Services
15. Property Management
16. Risk Management
17. Service Providers
18. Taxes
19. Trust Administration
    
    

1. Administrative (Reporting and Record keeping)
   • Act as Financial Reference and/or Agent for Clients
   • Annual Activity Summary and Analysis
   • Banking and Investment Account Management
   • Bookkeeping
   • Consolidated Reporting
   • Medical Records and Expenses
   • Partnership and LLC Administration
   • Project List Management
   • Senior Care Facilitation (Back to Family Office Services)
     
     
2. Billing Management
   • Accountants
   • Custodians
   • Insurance Agents
   • Investment Managers
   • Lawyers
   • Other Third Party Providers (Back to Family Office Services)
     
     
3. Business Consulting
   • Business Strategy
   • Business Transition Planning
   • Merger and Acquisition Strategy
   • Shareholder Value Creation (Back to Family Office Services)
     
     
4. Business / Family Meetings
   • External and Internal Investment Reviews
   • Meetings with Other Outside Providers at Client Request
   • Minutes and Formal Recordkeeping
   • Scheduling, Coordination, Preparation and Facilitation
   • Service Provider Summits
   • Trustee (Back to Family Office Services)
     
     
5. Cash Management
   • Annual Exclusion Gifts
   • Annual Minimum IRA Distributions
   • Annual Withdrawals
   • Balance Management
   • Bill Paying
   • Capital Calls
   • Check Requests
   • Deposit Processing
   • Investment Manager Fees
   • Income Distributions (Back to Family Office Services)
     
     
6. Concierge / Client Specific Projects
   Document Storage and Management
7. • Record Destruction
   • Record Inventory (Back to Family Office Services)
     
     
8. Estate Planning and Wealth Transfer*
   • Family Foundations
   • Family Governance and Legacy Planning
   • Marital Agreements
   • Multi-Generational Planning
   • Trust, Wills, Powers of Attorney, Medical Directives (Back to Family Office Services)
     
     
9. Family Communication
   • Custodian of Family Legacy and Institutional Memory
   • Family Meetings (Back to Family Office Services)
     
     
10. Financial Planning
    • Debt Management
    • Guardian / Conservatorship
    • Home Purchase and Mortgage Counseling
    • Personalized Cash Reporting and Budgeting Analysis
    • Retirement Planning (Back to Family Office Services)
      
      
11. Individualized Counseling and Education
    • Client advocate
    • Family Group
    • Individual (Back to Family Office Services)
      
      
12. Investment Advisory Services
    • Account Reconciliation and Statement Review
    • Asset Allocation Strategy
    • Asset Valuations
    • Capital Markets Strategy
    • Client Reporting
    • Investment Manager / Custodian Contracts
    • Investment Policy Design
    • Investment Review and Analysis
    • Manager Selection and Monitoring
    • Non Traditional Investments i.e. Private Equity
    • Performance Measurement and Review
    • Private Equity / Business Investments (Back to Family Office Services)
      
      
13. Legal Services*
    • Business Agreements
    • General Legal Review
    • Real Estate Transactions (Back to Family Office Services)
      
      
14. Philanthropic Services
    • Donor Advised Funds
    • Foundation Management and Compliance
    • Non-Profit Evaluations
    • Personal Giving
    • Strategic Philanthropy (Back to Family Office Services)
      
      
15. Property Management
    • Aircraft / Yacht
    • Collectibles Inventory and Management
    • Second Home / Ranch / Farm
    • Staff Management (Back to Family Office Services)
      
      
16. Risk Management
    • Conflict of Interest Avoidance
    • Credit Report / Identity Theft Protection
    • Emergency and Crisis Management
    • Guardian / Conservatorship
    • Insurance Review and Management
    • International Resident Issues
    • Investment Management
    • Security and Background Checks (Back to Family Office Services)
      
      
17. Service Providers
    • Coordination of All Activities
    • Other Expertise as Necessary and Appropriate
    • Research and Resourcing (Back to Family Office Services)
        
18. Taxes*
    • Annual Tax Planning
    • Coordination, Filing and Payments
    • Partnership Accounting
    • Personal, Trust, Real Estate, Gift, Foundation, Estate
    • Recordkeeping (Back to Family Office Services)   
        
19. Trust Administration
    • Beneficiary Education
    • Distributions
    • Fiduciary Obligations and Best Practices
    • Notice Requirements
    • Trustee Services
    • Trustee Succession (Back to Family Office Services)

*Coordinated by the Family Office Executive with appropriate services rendered by external legal counsel, tax preparers or others.