Family office

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