Many of our client families have decided to formalize a Family Office to serve the financial and professional needs of family members. In general terms, a Family Office is a services center to coordinate such family requirements as investment management, estate planning, insurance, tax planning and preparation, legal services, family staffing, philanthropy, and security.
Philanthropy in Complex, Multi-Generational Families
For many, family philanthropy presents an opportunity to create a shared experience, unifying the
family by working together toward a lasting legacy of impact. Family philanthropy can also give
participants an opportunity to explore and cultivate their personal—and sometimes separate—