Family Wealth Services

Addressing an Array of Specialized Wealth Needs That May Affect You and Your Family

We help you manage the intricate relationship between family and wealth.

Our approach

Today’s families are complex, with closely intertwined lifestyle and financial needs. A family’s diverse values, generational differences and varied planning objectives may require a customized approach.

We offer a range of family wealth services designed to address the many issues that you, your parents, your children and your extended family are likely to encounter as you navigate today’s world. We can draw upon expertise in wealth structuring, investment management, credit and banking to offer a thoughtful, integrated wealth plan.

Services

Women and Wealth

Learn about and create wealth management strategies tailored to your individual priorities and investing preferences.

Philanthropy

Help create and shape a legacy that aligns with your family’s philanthropy goals by leveraging a range of philanthropic vehicles, including donor-advised funds, charitable trusts and private foundations.  

ElderCare Services

Evaluate options to care for your elderly relatives and to plan for your own needs as you age. We can help in organizing information and documents as well as wealth and estate planning. We may also be able to help in facilitating care coordination through our relationships.

Financial Empowerment

Our comprehensive financial education program is built to help inform the financial decisions you make today and support a solid foundation for your financial future.

LGBT Planning

Whatever the legal landscape, you need to be able to financially support each other and your children, build and preserve your wealth and transfer that wealth according to your wishes.

Agent for Trustee

We work with family members and other individuals who have been named trustee or executor and assist them in fulfilling their fiduciary responsibilities.