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Family Office Services

Private Equity 

Private Equity 

We offer private equity and debt investments through our partners at Kingswood, Raymond James, RBC, and Schwab. We also provide Private Equity management services where we track your capital calls and distributions in conjunction with our cash management services. Contact us to learn more.

Family Meetings & Financial Literacy

Family Meetings & Financial Literacy

We are here to be a resource for your family. We help educate the next generation on managing wealth. We understand that each generation has their passion and focus. We help facilitate family meetings to assist with Charitable Foundations and to help you manage wealth across generations. 

Cash Management Services

Cash Management Services

Let us manage your liquidity needs while maximizing your return on cash. We build laddered cash-alternative portfolios with weekly T-Bill maturities and short term municipal bonds, reviewing both taxable and tax-free options to ensure you are receiving a competitive return on a tax adjusted basis.

Private Banking Services

Private Banking Services

Let us help you with your banking needs. Through our partners at Raymond James Bank, RBC Bank, and Charles Schwab Bank we can help you manage your day to day banking and liquidity needs. We strive to maximize your rates on cash savings and secure competitive rates on loans. We help you identify and select the a credit card with benefits that best fit your lifestyle - from cash back to airport lounge access - the right card is the key.

Bill Pay Services

Bill Pay Services

If you're juggling between capital calls, bond maturities, and monthly bills, let us be your personal CFO and help streamline your life by integrating our Cash Management and Bill Pay services.