Family Office Solutions

Our top priority is understanding your needs and delivering tailored solutions for the management and coordination of complex situations.

Our Family Office Solutions suite is a highly curated and bespoke offering. The value we bring to you is anchored in five key areas, where we have a deep reservoir of knowledge and resources to draw from as we collaborate to offer customized solutions for each family’s unique situation.

  • Merchant Banking: Our dedicated global team provides proprietary access to a number of unique investment opportunities.
  • Innovative OCIO Services: We offer a complete menu of reporting and back-office services that clients outsource to our Integrated Solutions Team to manage.
  • Philanthropy and ESG Strategies: Our dedicated philanthropy strategy advisor consults with you and collaborates on an integrated plan to optimally support each of your philanthropic endeavors.
  • Wealth Management and Financial Planning: Supporting the relationship with your advisor, a team of financial planning, executive services, and our diversification/allocation experts manages the protection and growth of your investments.
  • Thought Leadership and Critical Thinking: Research is at the heart of what we do, providing investment opportunities, market guidance, and a macroeconomic perspective.

As a trusted partner, our approach is highly personal; combined with the significant resources of our global firm, we can provide unique advice and specialized services.

With global reach and state-of-the-art platforms across our firm, we bring an innovative and thoughtful approach to holistic wealth management and advisory services catering to family offices.

For more information, please contact us.

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