Services for
High-Net-Worth Families
Tailored services to meet your family needs:
Family CEO Services
Wealth Audits
Family Planning Concierge Service
RFP Services
Fiduciary Services
Advisory Services
Estate planning and tax advisory
Income tax planning advisory
General tax advisory (sales, real estate, etc.)
Philanthropic planning advisory
Trust and estate administration and tax advisory
Legal advisory
Life insurance advisory
Property and casualty insurance advisory
Art advisory
Luxury vehicle advisory (e.g., aircraft, yachts, etc.)
Entity planning, structuring, tax, and administration advisory
Business sale and succession planning
Family office structuring and best practices
Family governance advisory
Providing advice built on our broad and deep expertise and experience across the planning landscape. Advisory services available include:
General Planning
Planning review and mapping (Wealth Audit)
Balance sheet preparation and maintenance
Document review, summary and analysis
Proactive planning administration
Advisor Services
Advisor selection services
Advisor engagement/dis-engagement and management
Advisor liaison
Coordination of services and providers
Other Services
Tax return review
Trustee and executor services
Foundation board services
Family board services
Family meetings