A single-family office for multiple families. In 2008, three families assembled a team of wealth management professionals from various disciplines to provide the staffing and service of a comprehensive and collaborative family office. We help families find clarity in the inherent complexity of significant wealth. Family-centered values We focus on the family’s comprehensive concerns across generations and across assets. Our unique fee structure, based on net worth, ensures that we are aligned with the priorities of our client families. Leveraging experience Our professionals have worked with multi-generational families for decades. We understand and appreciate their unique issues and can craft strategies to address them. Dedicated talent We recruit and develop professionals across disciplines (accountants, lawyers, wealth managers, fiduciaries) to ensure we can continue to deliver exactly the capabilities and knowledge each of our families’ needs.