Family Office
About Us
- Integrated Planning & Strategy
- Interdisciplinary Wealth Coordination
- Global eye over Family Wealth, Entities and Ownership Structure
- Quarterback between Advisors to achieve Long-Term Goals
- Cultivation and maintenance of outside professionals in every business, financial and investment domain
- Manager Selection
- Family General Ledger
- Bill Pay, Cash Forecasting
- Partnership Accounting and monitoring Waterfalls
- Controller/Cash Flow dynamic management
- Banking/finance single point of contact
- Obtain financing vehicles when necessary
- Risk Management, Insurance Interface
- Coordination of Trust & Estate Planning
- Education and Communication to all Family Members
- Communicate Complex Concepts to all Stakeholders