When significant wealth grows into significant complexity, managing it can feel overwhelming. That’s where we come in.
Our multidisciplinary team is here to assist with everything from managing household financials to coordinating private aircraft logistics. Whatever the need, we provide a tailored and holistic approach to help streamline your family’s financial and operational responsibilities.
The goal is simple: to save you time and provide peace of mind. We recognize that time is your most precious resource, and we aim to give it back to you by alleviating the burdens of managing your family enterprise.
Our clients typically have a net worth of over $50 million. Our team of experts is experienced in helping ultra-high-net-worth clients simplify complexity and create long-term value.
Whether it’s managing philanthropic initiatives, coordinating bill pay, or maximizing estate planning strategies, our services are designed to add clarity and ease to your busy life.
Bill Pay & Payroll
We take care of the day-to-day details by managing household bill payments and payroll coordination, ensuring that nothing slips through the cracks.
Accounting
Our team handles your detailed bookkeeping on a monthly, quarterly, or annual basis to give you an accurate view of your finances.
Financial Reporting
We provide consolidated and customized financial reporting tailored to your needs, bringing clarity to even the most complex asset structures.
Cash Flow Management
From bank reconciliations to cash flow projections, we help you manage liquidity with precision and foresight.
Private Equity Tracking
We oversee capital calls, distributions, and K-1 reconciliations while delivering tailored reporting to keep you informed and aligned with your investment goals.
Risk Management
We help protect what you’ve built with thorough insurance reviews, identity protection, and secure data management, all with coordinated support.
Private Aircraft Services
From aircraft purchases to ongoing expense tracking, we manage logistics, operations, and oversight, providing smooth takeoff and landing every time.
Real Estate Management
We support every phase of real estate ownership, from coordinating maintenance and usage to managing budgets and reviewing property taxes.
Philanthropy Management
Whether you’re building a family foundation or managing charitable giving, we help define your mission and handle the logistics, so you can focus on making an impact.
Personal Assistant & Other Services
We simplify the personal side of wealth with tailored support ranging from travel coordination to eldercare and household personnel management.
Estate Planning Review & Implementation
We work closely with the rest of your team and advisors to review, implement, and maintain complex estate plans that align with your long-term goals.
Family Governance
We help your family define shared values, establish governance structures, and prepare for long-term alignment across generations.
Education & Family Legacy Planning
Our team facilitates wealth transition planning, family meetings, and financial literacy education to empower the next generation.
Business Planning & Consulting
We offer strategic support across the lifecycle of your business, from valuation and acquisition to benefits coordination and private lending assistance.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
