What is a Family Office?

A Family Office is a boutique team of professionals who manage the complex needs of high-net-worth individuals.

Personalized Family Office services include:

  • Tax Planning and Preparation
  • Investment Management
  • Estate and Legal Services
  • Financial Planning
  • Risk Management
  • Private Banking
  • Concierge Services
  • Family Governance
  • Philanthropy
  • Trading & Reporting
Family Office
The Team
Our Numbers
Fee Only and Transparency

To start a conversation about YOUR needs, please call us at 703-468-2700.

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