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Family Offices


Intergenerational wealth management requires a sophisticated and disciplined approach designed to help work toward your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

We act as your dedicated CIO , managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.

Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style.

With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.


  • Family Governance
  • Legacy Planning 
  • Wealth Transfer
  • Trust Services* 
  • Wealth & Investment Management
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Risk Management

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.