Multi-Family Office Services

Assess fees and performance, and coordinating the role of each in the overall portfolio allocation.

Monitoring capital calls, distributions, and management of liquidity needs.

Actively assessing changes and proposed changes to tax laws, the effect they may have on the current landscape, and make strategic adjustments.

Coordinating real estate transactions, tracking operating expenses and cost basis, and managing insurance coverage.

Ensuring the appropriate structure is in place in advance to meet short- and long-term planning objectives in the most efficient manner possible.

Overseeing payroll administration, tax reporting, workers' compensation, and  insurance policies.

From foundations and partnerships to funded trusts, we track beneficiary distributions and execute planning and administrative documents with family members, attorneys, and trustees.

Reviewing and analyzing available options in the context of average hours and distances traveled, person use versus business use, depreciation, and other considerations.