In addition to providing our core Family Office Services, we assist in providing directly or coordinating with other well qualified professionals the following Family Office Services:

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• Coordination with your Family’s Existing Attorney, Accountant, and other Trusted Advisors

•  Major Purchase and Expenditure Planning

•  Banking and Bill Payment Coordination Services

•  Analyze Business and Family Financial Budgets

•  Property & Casualty Insurance

•  Specialty Investment Services

•  Mortgage Services

•  Philanthropic Consultants

•  Investment Banking Services

•  Real Estate Services