Business Management & Family Office

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Asset protection and value preservation are the financial objectives of high net worth individuals and families. Working with advisors that understand the importance of confidentiality and trust is a key factor for high profile individuals and families in selecting a business manager. Navigating the increasingly complex tax environment, structuring correct ownership of asset holdings and transactions, making sure assets are protected and appropriately insured, passing wealth to the next generation or to causes that are important, are some of the issues you face.  

Our business management team helps protect assets and preserve value by providing a concierge approach to service tailored to your unique needs. Our team assists with supervision and management of day-to-day activities while working with you to formulate goals, develop strategies and long-range planning. We work with your advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help you meet your current and long term goals.  At our core, we provide timely information that helps you make informed decisions. 

Our services include, but are not limited to the following:

  • Banking, including reconciliation of accounts, credit facilities, deposits, and bill paying
  • Analysis of personal and business cash flows
  • Cash management, budgeting, and financial planning
  • Financial statement preparation
  • Risk management and analysis of insurance coverage
  • Preparing and monitoring capital commitment schedules
  • Reconciliation of activity from flow-through entities
  • Assistance with the purchase, financing, and monitoring of major assets
  • Analysis of the tax and financial implications of aircraft/yacht ownership
  • Accounting for aircraft and yachts
  • Payroll and coordination of employee benefits
  • Optimizing the tax efficiency of charitable contributions
  • Tax planning and preparation
  • Retirement planning
  • Estate planning

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