Family Office
The Foundation of Your Financial Legacy
Global Asset Analysis & Optimization
Network of
Third-Party Professionals
Tax & Estate Planning
Integrated Banking & Lending Solutions
Consolidated Reporting & Asset Tracking
Liquidity Planning & Cash Flow Analysis
Charitable Giving
Investment Tax Strategy
Your Greatest Return
Time.
Structure
We work with CPAs, Estate Attorneys, and other professionals as needed to ensure we have the correct  estate structure in place to take advantage of  tax savings and estate transfer strategies and to identify and mitigate potential risks.
Analytics
We can build custom reporting based on needs to highlight exposure and performance in a manner that is insightful and easily digestible.
Technology
We believe our investment in technology significantly enhances our ability to report on global strategies, while also giving real-time access to portfolio results along with the ability to share information conveniently and securely.
"It’s deeply rewarding to be trusted as partners, guiding both the big-picture strategy and day-to-day details to build and sustain a financial ecosystem that supports a lasting legacy."
Marissa Bartone, CPA & Partner.