A family office serves a similar purpose to wealthy families as a CFO serves a company. We oversee everything, provide leadership and direction to you, your family and your team.
The main benefits come from a deep understanding of your situation and goals, a shift in focus onto managing your family’s balance sheet, and significant cost efficiencies gained from streamlining efforts.
We’ve prepared a detailed presentation outlining our approach. You’ll need about 12 minutes to review it.
However, if you’d rather speak with someone directly, please contact us and schedule a meeting.
We’ll answer all your questions and treat you to an espresso or cappuccino from our vintage Italian machine.
We’re not Starbuck’s but we try to make meetings pleasant.