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.

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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

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Let’s discuss your family office today.

Insights

Vacations and the Market

For the last few years, I have tried to alternate our family summer vacations between relaxation and education: beach one year, museums the following year. In 2020, our plan was to go to Philadelphia and Washington, D.C., but that did not happen, and we ended up...

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