Objective 3:
Empower a planning team with resources to go beyond the traditional

Family Office Services is a wealth planning company that goes beyond the traditional scope of services in providing integrated advisory, planning and wealth management services to families with substantial assets. By uniting a team of experienced planners and equipping them with state-of-the-art technology, Family Office Services can effectively and efficiently address a comprehensive array of issues stemming from the needs of the family and its individual members. Not only are financial, legal, philanthropic, and relational needs addressed, but also the emotional, spiritual and social issues surrounding families of wealth.

This intense client orientation is in the tradition of the old line European private banks that attended to all aspects of managing a family's wealth. Thus, investment management services, estate planning and trusts, tax services and the like were all furnished through a centralized resource. Along the same lines, Family Office Services provides a central resource of coordinated and highly specialized personal services for families with extremely complex financial needs.