Our team members are among the most knowledgeable in the industry. We have four core practice areas, all of which stem from a focus on our clients’ business, philanthropic, family and investment interests.

Family Office

  • Bill Pay, Budget Creation and Cash Management
  • Personal Financial Reporting
  • Household Employee Payroll and Benefits
  • Tax Package Preparation
  • Internal Controls & Special Projects
  • Fine Arts, Aircraft & Other Vehicle Ownership

Litigation Support

  • For Family Law Matters