500+ Family Office clients serviced globally
Our complete and fully integrated Family Office services caters to ultra-high net worth, multigenerational families to:
- Mitigate tax and minimize risk.
- Plan tax-efficient estates and trusts.
- Plan proactively for retirement and other major life events.
- Protect their families and minimize tax through insurance solutions.
- Make meaningful and strategic philanthropic contributions.
- Engage the next generation to manage their wealth wisely and offer them the same low family fee regardless of the size of their assets under management.
