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
Addressing your biggest challenges, from the perspectives of those who truly understand family offices.
Advice on Deal Flow
Independent advice and recommendations founded in our experience and industry connections.
Leadership, staffing, and managerial insights to help you oversee your family office.
Knowledge of and access to appropriate family offices service providers across a wide range of needs.
Peer-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.
Helping you protect your family from physical, financial, and cyber security threats.
Guiding your family to achieve their philanthropic goals, including philanthropic governance across generations and enhancing your charitable giving strategy.
Providing expert guidance on managing liquidity needs, direct investing, access to deal flow, and advice on responding to market opportunities and challenges.
Addressing your biggest challenges with family office best practices from the perspective of those who truly understand.
How to educate the next generation on wealth and its responsibilities, along with guidance on succession planning, trust, and family governance.
Family Office Connections Podcasts
- Estate and Lifestyle Management Industry
- A Comparison of the Trump and Biden Tax Plans
- Art, Wine & Collectibles
- Consolidated Reporting
- Impact Investing
- Fee Intelligence
- Life Sciences
- Philanthropic and Retirement Planning Opportunities
- Hotels and Hospitality
- Investment Trends During COVID-19
- Human Capital, Compensation and Staffing Insights
Want to hear more? Sign up for regular updates.
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
- Family Office Risk Management Webinar Series
- Coming Fall 2020
Want to stay updated on upcoming events? Let us know.
- 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
- 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
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