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Objective 1:
Understand the needs of wealthy familiesObjective 2:
Help wealthy families preserve wealthObjective 3:
Empower a planning team with resources to go beyond the traditionalObjective 4:
Provide impeccable quality cost-effectivelyObjective 5:
Integrate any of more than 200 planning instruments into your planObjective 6:
Overcome frustrations expressed by wealthy familiesObjective 7:
Achieve benefits not available elsewhere
 

Every family is unique in its needs and desires for wealth management. Many families, however, share several of the following objectives for their family office services.

Objective 1:
Understand the needs of wealthy families

Comprehensive financial management and financial education for family members.
Integration of multiple financial disciplines to ensure optimal outcomes for strategic financial objectives.
Coordination of advisors to achieve a common set of goals.
Customized asset preservation and enhancement strategies for each family member.
Financial oversight of assets designated for future generations.
Risk management of family investment partnerships, directorships and fiduciary responsibilities.
Consolidation of financial record keeping for efficient compliance and reporting.
Support of personal and family philanthropic goals.
Protection of family privacy and confidentiality.
Preservation of family values.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.