Wealth Services

The concepts of Investment Partnerships and Family Offices (IP/FO) have grown to cover all manner of structures and services to manage large private assets. In the modern era fueled by globalization, the number of IP/FOs has grown dramatically.

With ever more complex holdings, structures, assets, and investment vehicles, the fiduciary needs the IP/FO have come to value include extensive knowledge of their complex organizations, understanding their key investment concerns, optimization of investment administration, and crucial experience with regulatory and tax administration.