Family Office services

Our interest in your financial well-being does not stop at investments. With family office services, we take care of the details so you can focus on what matters most to you.

Financial Administration

We will help you pay your bills, manage your credit cards, keep track of insurance, pay your property taxes and handle other infrequent but important invoices, through our unique partnership with a boutique professional services firm. You get your time back and we keep you informed with clear, comprehensive financial reports customized to your needs.

  • Document e-Vaulting

  • Financial Reporting

  • Bill Pay & Budgeting

  • Tax Organization

  • Payroll Administration

  • Property Tax Management

  • Oil & Gas Interest Tracking

  • Real Estate Investment Tracking

Family Education & Governance

We will help you develop your personal family mission statement and facilitate family meetings. For next generation family members, we offer a connection to a network of peers and opportunities for community involvement and financial education

  • Family Meeting Facilitation

  • Mission Statement Development

  • Financial Literacy

  • NextGen Education

Philanthropy

A carefully crafted philanthropy strategy will help you maximize your impact. We will help evaluate non-profits and review impact investing opportunities. We can serve as a gatekeeper providing a professional "no" to donation requests that do not fit your philanthropic purpose.

  • Donor Advised Funds

  • Charitable Entities & Trusts

  • Philanthropic Strategy & Implementation

  • Impact Investing

  • Foundation Management