Services

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.

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 a perspective on risk that few people consider, often to their detriment. 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. However, 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

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.

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.