Engaging a family office can feel like a big step or a leap of faith. Sometimes you want to wade into things a little at a time, so you can gauge the fit, experience the people and the process before you commit.

We understand and respect the cautious approach.

We offer five “toe-in-the-water” projects to ease your transition.  Each of the first step options are short term, tangible and of strategic importance.


The five first step option projects are:

Explore each project option, above.

Try Us On For Size.