Our team of experts have extensive experience understanding and managing the types of complexities that only family offices experience because we’ve been there, ourselves. We’re a strategic partner that can help spot opportunities, foresee obstacles and provide consultative services to match the unique structure and needs of your family office.
How We Help
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Tailored SolutionsAddressing your biggest challenges, from the perspectives of those who truly understand family offices. |
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Advice on Deal FlowIndependent advice and recommendations founded in our experience and industry connections. |
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Strategic ConsultationsLeadership, staffing, and managerial insights to help you oversee your family office. |
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Expert NetworkKnowledge of and access to appropriate family offices service providers across a wide range of needs. |
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Curated CommunitiesPeer-to-peer collaboration opportunities through numerous forums and venues. |
Areas of Expertise
Our team of experts shares their critical thinking on areas impacting your family office. Browse content below or sign up for regular updates from our experts.
Risk ManagementHelping you protect your family from physical, financial, and cyber security threats. |
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PhilanthropyGuiding your family to achieve their philanthropic goals, including philanthropic governance across generations and enhancing your charitable giving strategy. |
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InvestmentProviding expert guidance on managing liquidity needs, direct investing, access to deal flow, and advice on responding to market opportunities and challenges. |
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FinanceAddressing your biggest challenges with family office best practices from the perspective of those who truly understand. |
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Next GenerationHow to educate the next generation on wealth and its responsibilities, along with guidance on succession planning, trust, and family governance. |
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Family Office Connections Podcasts
Browse Our Collection:
Surveying the Risk and Threat Landscape to Family Offices
Listen to our podcast series detailing the results our survey of the risk and threat landscape to family offices.
Want to hear more?
Sign up for regular updates.

Our Commitment
We understand you can never have enough time, so we help make the most of yours.
Our mission is to always go beyond what’s expected to add value to your life where it matters most.
Focusing on what we know you need, means that we’ll stick to Private Banking solutions and won’t try to sell you services you don’t need.
Family Office Events & Webinars
Past Events
- Webinar: Surveying the Risk and Threat Landscape to Family Offices
- Geopolitical Challenges, Economic Implications and Family Office Opportunities Created by COVID-19
- The Credit Markets and COVID-19: Navigating the Crisis
- Family Office FinTech Summit 2020 Produced by Family Wealth Report
- Family Office Direct Investing Webinar
- Future1 Webinar Featuring Richard Perez
- Unique Trifecta Creates Wealth Transfer Opportunities
- Weathering Risk Management Issues Caused by COVID-19
- Putting Market Volatility in Context for Family Offices
- Family Office Connections San Francisco – February 26, 2020
- Family Office Connections New York – February 4, 2020
- NYU Stern Family Office Council – December 4, 2019
- Disruptive Technology - September 24, 2019
More Resources for Family Offices
In the News
- The Wall Street Journal: How to Get Children Interested in the Family Business
- Worth: Shifting Your Family’s Philanthropic Focus During Times of Crisis
- Financial Advisor: Family Offices Should Take Actions on Risk Management
Insights and Resources
Family Office leadership, staffing, and managerial insights and resources to help you oversee your family.
- Family Office Trends: Five Impacts of COVID-19 on Governance and Communication
The COVID-19 pandemic has brought into sharp focus the importance of communication and governance in families and family offices. - Commercial Airlines vs. Private Aviation
New choices put faster, friendlier ways to fly within reach - Manage a Family Fortune? Plane Ticket for the Nanny? No Problem
A family office executive’s range of responsibilities are like no other on Wall Street
Stay In-Touch
Sign-up below to receive Family Office updates, or email us with questions at
[email protected].