We offer a full range of family office services, which we custom-fit to your own unique business, professional and family needs.
Examples include:
- securing your income for the next stage of your life
- preparing wise portfolio and asset allocations
- providing bookkeeping and tax advice services
- succession planning to help the next generation take over the leadership of the business
- helping you plan for the retirement of your senior business leader
- providing management advice for better integration of family and non-family managers and staff
- discussing about how best to care for non-business members of the family
- preparing estate plans that meet the diverse needs of different family members
- restructuring the balance between family and business assets for the best outcomes
- and many, many other topics that families in business or professional practice encounter over the years