每个家族办公室都是独一无二的. 在管理家族资产时, financial investing is simply one chapter of a much larger, 更复杂的故事.
We build multi-generational relationships with our clients’ families and family office teams and advisors to understand and cultivate your family’s definition of success. Our clients see us as a trusted partner whose purpose is dedicated to high-net-worth families of all sizes and complexity. Confidentiality and trust are top concerns of family offices, and we are committed to serving you with the utmost integrity. Becoming your long-term, steadfast advisor and earning your trust is at the core of everything we do. Bringing you the power of being understood, we listen and help you find the right solutions to meet your unique needs.
Our services are completely customized to your family’s top priorities and goals, and centre on key areas critical to family offices including:
- 新家族办公室成立
- Operational excellence for existing family offices
- Family governance and education
- 技术支持
- Income and estate tax planning
- Tax and regulatory compliance
- Safeguarding personal and investment data
- 财务与会计
- 网络安全 and risk management
- Philanthropy and charitable-giving strategies
- 全球事务
