Unparalleled Expertise / Guided by Empathy
With decades of experience advising affluent families, we know firsthand that wealth makes operating a household and managing relationships more complicated. Our intimate understanding of the home and family office category, as well as each of our clients’ lives, enables us to reach the simplest, most satisfying resolutions faster.
Our Areas of Expertise
- Quick identification of problematic areas
- Directives for client success
- Implementing positive change
- Best-in-class hires
- Compliance
- Best practices
- Collaboration with team advisors
- Counseling for management and personnel
- Engagement support
- Project management
Our phone consultations are among the most popular services we offer new clients. By clicking the “schedule a call” button, a new clients can schedule a no fee inquiry call. The on-line calendar makes it easy to book a convenient date and time. All calls are confidential.
For immediate assistance please contact us by phone or email.
Client Projects
We Have Recently Resolved
“I am the CFO of a newly-formed family office; we would like your expertise for our office and foundation staff. Please call us.”
“Our family office is looking for your insight into how to retain and motivate our junior team members.”
“My sister and I are responsible for three older employees that belonged to our father’s family office staff. Since his passing last fall, we would like to make changes with the staff and we would like your guidance with this awkward transition.”
“We would like your help as soon as possible. My family has homes in the U.S. and Canada, but we can not seem to keep domestics or craftsmen for longer than six months. This situation is very stressful and we have no idea why it is happening.”
“What is your opinion on working remote percentages for a family office? How do we manage this new work environment and our office security effectively?”
“We would like to hire an experienced nurse for our mother. However our mom is not happy about this decision, but we feel this is the best thing to do considering her recent stroke. We heard from our friends your firm is the best there is. Can we connect this week?”
“Our family office would like to hire several service vendors for our families, that we can call on when needed. But first we would like to hear your thoughts and expertise on these types of hires.”
“My father is hiring a young woman as his personal helper driver. She’s 32, he’s 84. We have serious concerns about boundaries and access to his valuables and collections. We don’t want to cause him to be upset, but would you help us navigate this and possibly have a conversation with our father?”
“I would like to talk with you about the best option and costs on higher-end assisted living residences for our aunt, either in Palm Beach or in her hometown of Baton Rouge. I’d also like for your team to manage the project and provide support for my aunt in her move.”
Testimonials
Testimonials
Robert
Andre
Abigale
Maureen
Stewart
Sam
Mikhail
Maryam
Michelle
Edward
Birgit
Susan
Stevie
Richard
Bradley
Holland and Abbie
Jamal
Elizabeth
Greg
Anna
Rob
Dylan
Sarah
Racine
Stephen
Beth
Bob
Betsy
Martha
Colin
Testimonials are direct quotes from our clients, however their likeness and names are confidential
Testimonials
Bradley
Stewart
Beth
Sofia
Martha
Barton
Dianna
Jamal
Rob
Bob
Betsy
Anna
Stephen
Colin
Anna
Colleen
Robert
Richard
Beatrice
Susan
Rome
Dylan
Hannah
Candace
Sarah
Raymond
Alana
Jun
Holland and Abbie
Birgit
Testimonials are direct quotes from our clients, however their likeness and names are confidential