As part of our total wealth management service to families, we are able to service your non-investment professional needs. Some of these services will be provided directly by the Client Services Team, the remainder by other professionals.

In-house provided services
In house, the Client Services team will focus on the following functions:

Bookkeeping
Payroll
Human resources
Project management
Budgeting and cash flow management
Managing properties

Professional services network
In addition, we have a well established network of professional services firms with a variety of other service providers with whom we have worked extensively in the past. We are able to work closely with your other professional advisors in areas such as:

Family law
Tax planning
Insurance broking
Private airplane charter
Event planning
High end travel services