Complexity. Made Simple.

Preserving, managing and distributing wealth over time and across the family is a complex environment. We examine the total family balance sheet to oversee and structure all assets, including private business interest, traditional investments, non-traditional asset classes, real estate and more. Working together, we ensure that all assets are managed in a way that considers the complete picture.

Customized and scalable services.

Single-family office (SFO) and multi-family offices (MFO) are preferred structures to handle the needs of high net worth and ultra-high net worth individuals and families. Successful Family Office structures work collaboratively with a team of advisors from each of the necessary disciplines to ensure the family’s wealth transfer plan is well-coordinated and optimized for its legacy design.

The services of a Family Office can be extensive, with highly diversified assets and administration that is complex. Our role of the family office is to propose unique solutions and to provide highly structured and tailored solutions that can be administered across generations.

Roy H. Trice

Partner | Family Office

Our family office services include:

Business advisory services
Succession planning and next generation initiatives
Wealth education
Family governance
Human resources consulting
Philanthropy and social investment
Consolidated investment reporting
Operational support and outsourcing
Real estate services

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

Let’s discuss your family office today.

Insights

Fighting inflation with interest rates

Fighting inflation with interest rates

On May 5, a day after celebrating the Federal Reserve’s signal that it would not be making any jumbo-sized interest rate moves, the Dow fell by a headline-grabbing 1,063 points. This translates into a drop of 3.1%. Other equity markets did not fare as well. The...

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