facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Family Wealth

Our team is astute at delivering tax-optimization solutions for complex family wealth scenarios, including those with multiple trusts and/or businesses. 

We also offer concierge family-office administration for our family wealth clients:  

  • Handling regular financial tasks such as bill and tax payments 
  • Scholarship fund execution 
  • Transfers 
  • Monthly paperwork and balancing 
  • Basic deposits and withdrawals 

Our family office team has a passion for accuracy and excellence. As our Client Service Coordinator, Anna Regines, says, "I want to ensure our clients don't get taken advantage of—that their bills are correct and they aren't getting overcharged.”