Boutique Services

Simplifying Complexity


Custom Financial Planning, Unique Investments, Tax Preparation, Legal, Private Banking and Concierge Services.


Planning
Investments
Advisors
Taxes
Legal
Concierge
Family
Banking
Trading and Reporting

What is a FAMILY OFFICE?

A Family Office is a boutique team of professionals who manage the complex needs of high-net-worth individuals through investment, planning, tax, legal, private banking, concierge, and family services.

Read "What Is A Family Office"

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How Does a Family Office Work?

A detailed assessment of your needs and circumstances drives customized solutions designed to move you toward your goals. Your dedicated team coordinates to openly communicate about your plan. New opportunities and technology are combined with personalized services¹ to help streamline and simplify your life.

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To start a conversation about YOUR needs, please call us at 703-468-2700.
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¹Not all services available to all clients.