Family Office
Services

We understand that wealth management is about more than financial capital. It starts with understanding the purpose and values behind your wealth, to then build an integrated approach that meets your financial and purpose-driven goals.

Beyond investment management, we help our clients control their assets, develop effective governance structures, think strategically about their philanthropic aspirations and prepare for passing their wealth to the next generations. From accounting to art collection administration, we also offer a wide variety of administrative services to free up more of your time, safe in the knowledge that daily tasks are taken care of.

And we empower the next generation, supporting their development through custom programs and access to dedicated communities such as Horizons.