Our clients understand
that we manage their money like it was our own and
that we care for them like they were members of our family
We understand that our client’s total wealth is a composite of the total
value they have created in the course of their lives through their business, family, community
and spiritual connections and interactions.
Managing the total wealth and well being of a client family, made up of multiple generations,
is the job of our Family Office Services team.
Family Office Services are available to families with investment portfolios in excess of $15,000,000.