Our office provides financial services to family offices, high net-worth individuals, business owners, private foundations, endowment funds and others. The firm helps the family to make sure that all aspects are integrated and wealth management decisions are made in a way that addresses legal, tax, estate planning and generational issues simultaneously following reviews of the existing legal, insurance, accounting and tax providers and works with these experts on the family’s matters. If new experts are required, the firm can help the family locate the right professional for the job thanks to its extensive network of professional contacts. General ad hoc concierge services include (but are certainly not limited to), translation services; real-estate touring; insurance requirements; liaising with any required educational/healthcare/business establishments, etc.