Full Family Office Platform

For those family offices looking to become part of a larger, multi-office firm, our investment platform and family wealth advisory services allow us to build a personalized approach aligned with your goals. Our Full Family Office Platform includes expertise across a broad range of services including trusteeship services, tax, financial management and family philanthropy and education. 

  • Investment Strategy and Implementation
    • Investment Policy Development
    • Customize Asset Allocation
    • Ongoing Manager Research and Due Diligence
    • Manager Selection and Implementation
    • Ongonig Monitoring and Tactical Rebalancing
    • Discretionary Portfolio Management
    • Public and Private Market Access
    • Ongoing Risk and Liquidity Management
  • Research
    • Proprietary Research (Fundamental, Quantitative, Fixed Income, Private Investment, and Manager Research)
    • Strategic Partnerships with Third Party Research Providers
    • Timely Market Commentaries and Insights
    • CIO Economic and Market Updates
    • Conference Calls, Webinars and Seminars
    • Private Roundtables with Peer Organizations
  • Reporting
    • Custom Performance and Benchmarking Reports
    • Consolidated Reporting
    • Online Account Access
  • Account Administration
    • Client Service
      • Coordination with Outside Advisors
      • Regular Client Visits and Communications
    • Custody
  • Family Wealth Advisory
    • Planning Services
    • Fiduciary and Trusteeship Services
    • Wealth Transfer Programs
    • Family Philanthropy Strategies
    • Tax Planning and Return Preparation
    • Budgeting and Cash-Flow Management
    • Family Governance and Education
    • Family Legacy Programs
    • Additional Preferred Provider Services

Download PDF of Full Family Office Platform