When you reach a certain point in life, practical details need professional attention. Some of our clients reach a position where these daily activities require management as well. We provide these services in conjunction with our outside advisors to make our clients' lives easier and less complicated.

Management of Household Staff
The selection of people trusted to handle your household affairs is tremendously important. They are an intimate part of your lives and daily routine. We take great care in helping you find and manage the most appropriate staff for your personal needs.

Foundation Administration
Arriving at that point in life where you can begin gifting to those for whom you feel affinity is a most rewarding time. After the work has been done to determine the beneficiaries and amounts, these gifts need proper administration. This process can be handled smoothly with the help of highly professional and experienced fiduciaries.

Family Meetings/Governance
For large families, or those with more complicated financial dealings, we help to coordinate the meetings needed for the business of the family to proceed smoothly. We help clients source the location, handle travel arrangements, catering, and all other activities during your time together, including the facilitation of the meetings.