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Family Office

For high net worth families

Strategic integration to streamline your financial life and gain peace of mind


Benefit from a single contact

Strategic financial administration across multiple advisors, providing confidence that your affairs are being managed.

Save time and mitigate risk

Navigate regulatory risk, maximize tax planning strategies and provide transparency to help make sound, economical decisions.

Life Events

Preserve your legacy

Support your legacy by engaging future generations in your family mission and governance.

A centralized advisor for your complex financial affairs

Managing multiple investment providers

Assessing fees and performance, and coordinating the role of each in the overall portfolio allocation.

Tax planning around legislation changes

Actively assessing changes and proposed changes to tax laws, the effect they may have on the current landscape and making strategic adjustments.

Planning for liquidity events

Ensuring the appropriate structure is in place in advance to meet short and long-term planning objectives in the most efficient manner possible.

Coordinating multiple entities 

From foundations and partnerships to funded trusts, we’ll track beneficiary distributions and execute planning and administrative documents with family members, attorneys and trustees.

Tracking alternative investments

Monitoring capital calls, distributions and management of liquidity needs.

Overseeing multiple homes

Coordinating real estate transactions, tracking operating expenses and cost basis, and managing insurance coverage.

Managing domestic employees

Overseeing payroll administration, tax reporting, workers’ compensation and disability insurance policies.

Evaluating private aviation options

Reviewing and analyzing available options in the context of average hours and distances traveled, personal use versus business use, depreciation and other considerations.

We'll address your needs through our core services

  • Tax planning and preparation
  • Estate planning
  • Consolidated reporting
  • Philanthropic planning
  • Investment services
  • Cash management
  • Coordination of personal accounting functions
  • Trust and foundation services
  • Domestic employee services
  • Generational involvement and planning
  • Risk management 

Why Private Family Office?

Our advisors

Our highly credentialed advisors take a hands-on approach to addressing the specific needs of each family. With our decades-long approach to family office and rigorous four- to six-year apprenticeship program, our advisors receive in-depth exposure to the financial complexities of high net worth clients. They become embedded within your family, offering inter-generational support and continuity among family members.


Our technical expertise

Internal resources such as our tax policy and research, national tax, and training and development groups support highly complex financial situations.


Our multi-family office approach

Our institutional size and approach provides continuity for your family beyond your advisor. Idea sharing, peer group insights and access to sophisticated clients help us innovate and strategically address complex financial planning more efficiently than a single family office.


Our access

Exclusivity, opportunity and flexibility are available through our diverse investment platform and Goldman Sachs affiliation. Our disciplined investment approach is both strategic and tactical, and tailored to your risk tolerance.


Average clients per advisor1



Family clients across the U.S.1


Years working with high net worth families

Additional services

Investment management

We offer a comprehensive range of investment solutions on multiple platforms that may include access to Goldman Sachs.

Trust advisory

Trust planning and guided implementation to help protect your wealth for your family and future generations.

Charitable giving

Advance your charitable goals in a tax efficient way with access to a donor-advised fund.

Insurance and annuities

Design and implementation of wealth-protection and wealth-transfer strategies.

Additional fees may apply.

Contact us

1As of March 2018.