WHO WE WORK WITH

We support organizations that serve ultra-high-net-worth, highly complex families and recognize that having a strong family office platform is no longer optional to serve this market, it’s table stakes.

Our work is designed to support:

• Registered Investment Advisors (RIAs) - Firms serving complex UHNW families that are building an administrative family office capability from scratch or formalizing, expanding or refining an existing offering.

• Multi-Family Offices (MFOs) - Established or emerging platforms reassessing structure, governance, sustainability, or long-term strategic direction.

• Trust Companies - Organizations building, expanding or refining administrative family office capabilities to complement their core fiduciary services.

• Accounting and Tax Advisory Firms - Professional services firms expanding into family office services and seeking structural clarity before committing capital, talent, or technology.

• Single-Family Offices (SFOs) - Established SFOs evaluating expansion, role evolution, service mix, or the long-term sustainability of their operating model.