Family Office Services


The purpose of our Family Office is to offer an integrated suite of services to families whose goal is to perpetuate a family stewardship model while teaching the families core value system. We do this through providing the following:

• Family Retreat
• Family Counseling Sessions
• Multi-Generational Family Coaching
• Succession Planning
• Foundation Planning

Our Family Office clients typically have a minimum of $5,000,000.00 liquid assets either in retirement or brokerage assets. Under certain circumstances we are able to provide special a la carte services based off of the stewardship and family philanthropic goals.