The Client Experience
Chief Investment Officer
Family Office: Services Provided
The chart at the right shows the planning, governance and management services offered to a typical client-family. Family Governance and Planning is at the base of the pyramid, as it is the critical component to building a successful family management structure. The remaining services build off of that base, creating a successful family management structure. We know that every client family will have different needs and wants, and not all services will be relevant every time. Some families may use more of one service than others. Each plan is customized to meet our client needs.