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FAMILY OFFICE


Family office advisors are dedicated to helping you meet the needs of your family by providing assistance in managing investments, providing strategy for your estate and tax needs, and helping you manage the professional relationships that come with wealth.

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WE’RE HERE TO HELP


Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.

 

Nick Paldrmic

National Head U.S. Ultra-High Net Worth practice & President CTC l myCFO

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OUR APPROACH


Significant wealth brings with it many opportunities to enjoy a lifestyle that is independent, self-directed and secure. At the same time, great wealth is also typically accompanied by complexity, risk and highly interdependent issues.


Our Family Office Services platform was custom built to assist you in navigating the many activities, decisions and professional relationships necessary to help safeguard and grow your wealth.

 

Acting as your outsourced family office, we can serve as the central hub for the management of your investment, tax, philanthropic, wealth transfer, risk management, lifestyle and family financial reporting needs. If you have already established your own family office, we partner and collaborate well with your existing team and advisors. You can select from our broad range of services to augment or enhance your current capabilities.  If you are evaluating the merits of establishing your own private family office, retaining a multi-family office or pursuing elements of both approaches, we have the experience, knowledge and domain expertise to assist you in identifying the appropriate structure.

Whether we help manage all or a part of your financial picture, our seasoned Family Office Services professionals deliver an integrated approach that seeks to unify all of your advisors and strategies towards a common goal of executing with one voice.
 

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

 

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CONTACT US


Let’s talk about your wealth management needs.


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