Family Office Services

We offer private equity, debt, and real estate 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.

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. 

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.

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 a credit card with benefits that best fit your lifestyle - from cash back to airport lounge access - the right card is key.

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.