FAMILY OFFICE SERVICES

LIAISON SERVICES

We establish strong communication ties with family members, service providers and vendors to resolve issues and to act as the go-to-party when necessary. We stay up-to-date on your banking and investment accounts, and conduct regular meetings with your insurance broker to review your policies and coverage. 

Our Liaison Services involve your: 

• Vendors
• Banks
• Insurance Agents
• Investment Managers
• Attorneys
• Mortgage Lenders
• Family Members

SEE OUR OTHER FAMILY OFFICE SERVICES BELOW

• Introduction
• Financial Management
• Liaison Services
• Tax Planning and Compliance
• Investment Oversight and Control
• Additional Services
• Summary

 

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