Family Office

Fully integrated family office services for ultra high-net-worth investors with an estate exceeding $30M.

Preserving Legacies. Managing Complexity. Guiding Generations.

From investment oversight and tax strategy to estate planning and governance, we deliver fully integrated family office services tailored to your unique legacy. Our comprehensive wealth management approach integrates financial planning, investment strategy, tax planning, and legacy coordination to help families make thoughtful decisions about their wealth. By evaluating the full scope of your financial picture—from cash flow and investments to estate and tax considerations—we create a cohesive strategy designed to support your lifestyle today while preserving and transferring wealth efficiently for the future.

Our Services Include:

Investment Oversight

Policy statement design
Plan-driven, macro-informed asset allocation
In-house portfolio management
Custom investment strategies
Private market manager selection and due diligence

Balance Sheet Architecture

Full net worth planning
Cash flow modeling across multiple scenarios
Concentrated asset strategy and risk management
Liquidity management
Strategic asset location

Tax Strategy & Compliance*

Proactive, multi-year tax optimization
Information gathering and dedicated tax admin support
Entity structuring for tax efficiency
Transactional tax planning
State and international tax considerations

Legacy Planning

Family mission and values articulation
Next-generation education
Shared versus individual legacy-goal mapping
Expectations alignment

Family Office Administration

Consolidated reporting
Entity accounting coordination
Cash and invoice management
Document vault and record keeping
Vendor management (legal, insurance, banking, accounting)

Impact Advisory

Defining mission statement and approach
Philanthropic preference mapping
Grantmaking program design
Non-profit due diligence and grant sizing
Facilitating family philanthropy meetings

Wealth Transfer Planning

Estate plan “dress rehearsal”
Irrevocable trust scenarios, terms, and timing
Flexible, integrated trust administration and oversight
Fiduciary governance support
Multi-jurisdictional estate planning coordination

Executive Compensation

Unwinding concentrated positions
Strategic tax deferral
Downside protection and exchange fund replication
Washington State excise tax management

Great Partnerships Are Built on Mutual Fit

We partner with clients whose goals and expectations match our approach, so we begin by determining whether that alignment exists. Our short survey helps both of us evaluate the fit, and we will respond with your results within 24 business hours.

Take Our Compatibility Survey