Family Office

This varies with each client. It generally includes a comprehensive oversight of personal family assets, it may include check writing and reporting or just review. It can include a summary of assets which promotes discussions of gifting, cash flow, tax and estate planning. A personal concierge to the family.

We offer the following services:

•  Bill payment
• Monthly reconciliation of financial accounts
• Monthly/Quarterly reporting of assets and expenses
• Oversight on transactions
• Tax Preparation
• Social visits

We provide financial security so you can concentrate on your family.

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