Family Wealth
Concierge services
Household help
Property management
Collections management
Travel
Our Services
Strategic Services
Family education
Governance
Estate planning
Consulting in tax planning
Consulting in tax compliance
Entrepreneurial Support
Accounting and bookkeeping
Company formation, registration and compliance with regulations through external lawyers
Finance and Operations
Consulting in bookkeeping and reporting
Consulting in cash management
Consulting in budgeting and forecasting analysis
Consulting in insurance
Consulting in investment policy
Consulting in Asset allocation
Financial consultancy
Transactional assistance
Legal Consultancy
(the firm does not provide legal services)
Contractual review
Document preparation
Contract oversight
Regulatory compliance
Monitoring, coordination & oversight of outside counsel
Legal referrals