Family Education -
You may be familiar with the adage: “From shirtsleeves to shirtsleeves in three generations.” It describes the all too common occurrence in which the first generation builds a family business; the second generation grows the business, creating a small fortune; the third generation consumes the fortune; and the fourth generation has to start all over again. To prevent this from happening, education is incredibly important. Our Family Office helps provide financial education, values education, and mentoring to family members and heirs.
Background Checks -
Understanding the history that exists as a matter of public record for individuals you might do business with, or whom you might wish to be fiduciaries of your assets, offers an important perspective on risk. We can help you verify and more fully understand a prospective partner’s criminal, financial, and business history, to help you make informed decisions about individuals with whom you might become involved financially.
Aircraft and Yacht Management -
For many, private aircraft and yacht ownership means freedom and luxury. But maintaining these assets can be demanding. We can help you manage the ownership, financing, tax, insurance, security, and administration needs of your investment.
Personal Security -
Whether traveling locally or abroad, personal safety can be a concern for some families. We can help family members find experts trained in personal protection, travel security, security training, and security consulting services. By leaving travel logistics and security to experts, family members will be free to conduct business or pursue leisure with peace of mind.
Private Investigation -
Finding lost relatives, conducting surveillance, and detecting electronic surveillance equipment are just a few of the services a private investigator can offer. Our Family Office can help you engage the services of a private investigator who understands the importance of being discreet.
Travel Planning and Fulfillment -
Extraordinary trips require research, itineraries and logistical planning. Our Family Office can arrange for an expert to help you build and coordinate a custom travel plan for you and your family.