Family Office Advisory

Helping you navigate the complex, multigenerational challenges of managing significant wealth.


Advisor-to-client ratio


Global Locations

Our integrated approach

Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.

Our Family Office Advisory services help you navigate the complex, multigenerational challenges of managing significant wealth.

We support the resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.

Our Process

Initial Review

Conduct preliminary due diligence (review of balance sheet and existing estate strategy)


Explore goals, concerns and aspirations with respect to tax planning, legacy, wealth transfer, asset protection, trust planning and philanthropy


Analyze available planning techniques in relation to your financial goals


Collaborate with your tax and legal advisors and other specialists


We provide access to solutions to help ease administrative burdens— from consolidating your financial reports to helping you manage some of the most complex aspects of your life, including the management of your wealth focused on your family’s long-term interests.


We help you protect what you will transfer to the next generation—not only your financial assets but also your values. Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.


As your needs and goals change, so do your taxes and estate planning needs. Meeting at regular intervals helps everyone revisit and update the information from the discovery meeting, and update your plan and your investments as appropriate.

Philanthropy Management

We provide strategic advisory solutions that can help you achieve your philanthropic goals.

Family Governance and Dynamics

Our dedicated professionals can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with your outside advisors.

Cash Management and Lending

We include comprehensive cash management and borrowing strategies that help you manage day-to-day transactions and access liquidity, and access to lending and banking for your regular and business needs.

Tax, Trust, and Estate Planning

Our services provide a fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Global Adviser Wealth Manager, and at your request, your legal and tax advisors.

Discover your investment style

Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.

where to begin