Family Office Services

Your life and your financial needs are unique to you. It may seem overwhelming to think about coordinating all your investments and estate planning needs, but we're here to help.

Relationship Management

We can offer many family office solutions including setting up automatic bill payments, monitoring your accounts, as well as providing timely direct deposits and wires into local bank accounts.

Custody and Reporting

As fiduciaries we must provide you with regular reporting of your account's financial information. We provide proper safekeeping of trust assets in addition to consolidated reporting and quarterly transaction and performance reports that give you clear insight into our investment strategy.

Private Client Banking

We make your money work for you. Through concierge cash management solutions and access to a secured lending program for eligible accounts, we ensure your cash and assets are working to build your wealth.

Our Other Services

Older couple embracing in front of round window

Wealth Management

Effective wealth planning and management depends on your goals and timeline. Whether you're ready to plan for a generational transfer of wealth or just starting your estate planning, we can help.

Learn More

Older man standing at the top of a mountain looking off into valley with river

Investment Management

We can help you achieve your investment goals for long-term wealth preservation. Collaborating with sub-advisors, we build a personalized strategy for you to reach your goals.