Family Office Services

Family office services for the ultra-affluent

Our family office services are meticulously designed—with precision, discretion and value—to help support ultra-high-net-worth individuals and families in every aspect of your life. From investment oversight to inter-generational planning our suite of solutions can be fully bespoke, aligned with your values, and seamlessly integrated into your long-term vision.

Holistic tax planning, preparation and ongoing management to help meet your tax needs.

Learn More
Tax Services

Holistic tax planning, preparation and ongoing management to help meet your tax needs.

Learn More

Trustee services offering simplicity, protection, duration, and tax treatment, provided through Corient Trust Company.

Learn More
Trust Services

Trustee services offering simplicity, protection, duration, and tax treatment, provided through Corient Trust Company.

Learn More

A dedicated team that provides high-touch support for financial management, accounting and reporting, bill pay and more.

Learn More
Personal CFO

A dedicated team that provides high-touch support for financial management, accounting and reporting, bill pay and more.

Learn More

Comprehensive debt financing support across loan types and unique underwriting needs.

Learn More
Lending Solutions

Comprehensive debt financing support across loan types and unique underwriting needs.

Learn More

Preferential pricing for jet cards and charters, across multiple plane types with preferred access and support for reservations.

Learn More
Private Aviation

Preferential pricing for jet cards and charters, across multiple plane types with preferred access and support for reservations.

Learn More

Assessing, constructing, and implementing a tailored family office structure.

Learn More
Family Office Structuring

Assessing, constructing, and implementing a tailored family office structure.

Learn More