Family Education

You may be familiar with the adage, “From shirtsleeves to shirtsleeves in three generations.” This phrase describes the all too common occurrence in which the first generation builds a family business, the second generation grows the business while creating a small fortune, the third generation consumes the fortune, and the fourth generation has to start all over again.

We recognize the importance of education to prevent the above scenario from happening. That is why our Family Office provides essential financial education and mentorship to family members and heirs.

Private Investigation

Our Family Office can help you engage the services of a private investigator who understands the importance of discretion and confidentiality. Private investigators offer many valuable services, including but not limited to: finding lost relatives, conducting surveillance, and detecting electronic surveillance equipment.