Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.
Families and family offices are unique
Whether you are looking to preserve and transfer wealth, building wealth through investments or business operations, seeking business management services, or navigating complex financial, tax, and operating issues, our team can work with you to determine the best possible outcome.With our access to professionals with deep industry expertise – and additional international reach through our affiliation with Nexia – we can assist in:
Addressing operating businesses and cross-border investments
Offering an independent perspective of insurance, estate, and financial planning, as well as investment concerns
Connecting trusted and experienced specialists to resolve issues
Introducing like-minded individuals and businesses to explore mutually beneficial opportunities
On-demand
New administration policy & priorities: Helping businesses prepare
Insight
Liquidity events and sunsetting TCJA provisions
Insight
Auto dealerships: How to defend against growing cybersecurity threats
Insight
Cybersecurity for the family office: 3 ways to protect against threats
Insight
New goals, industry changes make life insurance review imperative
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