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┬áservices
  • 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