Concierge/Family Office Services
Our high-touch, premium wealth management service is designed for affluent individuals and families seeking personalized financial guidance and comprehensive wealth oversight. Acting as your personal CFO, we provide strategic financial planning and investment management that aligns with your unique goals, ensuring your wealth is managed with precision and care.
Beyond traditional investment management, we offer a full suite of concierge financial services, including coordination with tax professionals, estate planners, and attorneys. From bill payment and philanthropic advising to family governance and legacy planning, our expert team handles the complexities of wealth management, allowing you to focus on what matters most. With a commitment to discretion and excellence, we help you preserve, grow, and transfer wealth seamlessly across generations.
Price: AUM Fee
1% of the first $1,000,000 of managed assets
0.75% between $1,000,000 and $2,999,999
0.50% between $3,000,000 and $4,999,999
0.35% for $5,000,000 and above.