Family Office Services
A full representation of your financial situation, including cash flow, balance sheet and the structure of ownership roles, decision-making and succession planning complete with strategic goals and objectives
We are able to assist in complex planning such as multi-generational transfer strategies and multi-jurisdictional holding structures.
Family Governance & Education
Family meeting facilitation, education components and structuring family values with decision making structures.
Deal Sourcing & Due Diligence
Our in-house dealflow sourcing & analysis team will present you with opportunities that meet your established criteria and offer favorable terms.
With a goal to keep your family office information private and secure, our team provides complete internal control evaluations, operations reviews, and risk assessment services to help family offices identify and respond to cyber risks.
Buy & Sell Side Due Diligence
Our experts can help you with pre- or post-deal due diligence. Whether you need expert analysis from the buy or sell side, our team will provide thorough analysis and recommendations to aid in your business decisions.
Digital Asset / Crypto Estate Planning
Our team is able to assist clients globally in estate planning around digital assets.
We provide review and oversight of existing service providers, as well as source & negotiate fees with new providers if necessary.
Philanthropy, Charity, and Foundations
Our team provides expert assistance to navigate all levels of philanthropic activities.