Family Office
Define and protect your family’s vision.
Great families stand the test of time.
They are bound together by legacy, business, and community impact.
Purpose, when used properly, is a compass, a motivator, and an opportunity.
Defining the family enterprise
Family Assets
- Guiding principles & values
- Shared purpose creating unity
- Holistic well-being as top priority
Financial Assets
- Sustained purchasing power
- Tax planning & wealth transfer
- Trustee & beneficiary education
Philanthropic Assets
- Community visibility & impact
- Planning giving vehicles
- Shared philanthropic values & mission
Intellectual Assets
- Leadership development & succession
- Generational experience sharing
- Wealth education
How we interact with your family
Working with all family members, we help identify, develop and maintain long-term goals for generations to come. We work to empower each person to take ownership of the family’s vision through their respective circumstances and priorities.
Family Meetings
We organize regular family meetings to foster open dialogue and discuss financial plans, long-term goals, and legacy aspirations.
Legacy Planning
We assist you in creating a comprehensive legacy plan encompassing financial wealth, values, and non-financial assets, like family aspirations, traditions, and philanthropic goals.
Wealth Education
We provide financial education literacy programs tailored to family members of all ages, empowering them to take an active role in the family’s financial situation.
Family Governance
We help implement and manage family governance structures, such as family councils and charters, to formalize decision-making processes and clarify roles and responsibilities within the family.
Philanthropic Initiatives
We advise on and manage philanthropic endeavors that reflect the family’s values and legacy, helping the family make a positive impact on society together.
Conflict Resolution
We can act as a neutral mediator in case of conflicts among family members, helping to find solutions that align with individual and collective goals.
Thought leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
The Corporate Transparency Act (CTA): What you need to know
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
-
Family Learning: A Hallmark of Well-Being
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture…
-
Tax Strategies to Consider Before Selling Your Business
Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each…
We are a member of the Family Office Exchange (FOX). FOX is the world’s leading peer-to-peer network for ultra-wealthy families and their advisors and is the leading authority related to matters of sustaining wealth across generations.