They combine modern technology with a tradition of personalized services to meet their clients’ complex financial needs, including:
– Worldwide financial interests
– Investment partnerships
– Operating business(es)
– Trust assets
– Multiple residences
– Charitable foundations
For families who wish to implement sophisticated, multiple-manager investment programs, require consolidated reporting and want exposure to the best practices, they offer (among other services):
– Wealth transfer planning
– Custom trust solutions
– Trust administration
– Estate settlement services
– Guardianship services