Services Overview


Virtual Family Office:

 Serving Private Clients & Families

Comprehensive, personalized and continuous solution to growing and maintaining wealth and providing the most efficient route to achieving your goals.

Virtual Family Office Include:

  • Investment Management

  • Advanced Planning

  • Wealth Enhancement

  • Wealth Transfer

  • Wealth Protection

  • Charitable Gifting


Institutional Services: 

Serving qualified and non-qualified plans, advisors, charitable organizations, foundations and endowments

Comprehensive, personalized and ongoing solution to meeting the specific goals of the client.

Institutional Services Include:

  • Consulting

  • Implementing and Managing Qualified,Non-qualified, Equity Compensation,Foundation and Endowment Programs.

  • Investment Fund Management

  • Family Office Management

  • Risk Mitigation