Family Office services are wrap-around services for the wealthy. We do offer a hybrid approach overall for the firm because we do value and respect the smaller client, however we do realize certain individuals with enhanced income and/ or assets have advanced needs and require more support within their day-to-day lives. Recognizing this need and the lack of diverse participants in this space, we have decided to participate and add value.
Pricing is similar-to-identical to the pricing methods mentioned in the wealth management and accounting and tax sections. Please inquire directly to share more of your situation for more detailed proposal.
Real Estate Services