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.

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

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

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

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

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

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

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

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

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

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

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