Coordination of Services

Family Office Services

We assist families with their complex wealth and lifestyle needs by offering highly personalized service, planning, and guidance. We help facilitate the coordination and integration of services and professionals that families utilize in their daily lifestyle, wealth management, and legacy planning. Our goal is to harmonize your needs by utilizing a collection of exclusive and carefully selected strategic partners, alliances, and resources. 

Overhead view of people in a meeting


Lifestyle Services

Our clients enjoy the comfort of knowing that certain lifestyle responsibilities are being cared for by professionals. We offer access to these services through carefully screened and selected strategic partners. Our objective is to give back your most precious asset: your time.

A sampling of services:

  • Domestic help

  • Personal bill paying

  • Property management

  • Higher education consulting

  • Data management and security

  • Concierge services

  • Medical concierge

  • Private travel management

  • Aircraft/watercraft management and fractional ownership

  • Personal security, domestic and abroad

  • Museum-quality storage