Service Level Options

The coordination foundation.

• Annual Family Office Review. One comprehensive working session each year, built on your CIQ/MAP planning process, where the full financial picture is examined and the year ahead is set. 

• Your Family Office Director. One person, one phone number, one relationship. Your Director knows your balance sheet, your entities, your professional team, and your family. Nothing requires you to figure out who to call. 

• Unlimited Non-Tax Planning Priorities. Every non-tax priority identified in your Master Action Plan is carried through to completion. There is no cap on how many. 

• Execution Through Family Office Specialists. Priorities move forward through a specialist bench rather than landing back on your desk as homework. 

• Family Financial Dashboard. A consolidated, always-current view of accounts, entities, policies, real estate, and private holdings across the entire household. 

• Healthcare and Financial Powers of Attorney. Prepared for family members, so authority is documented before it is needed.

• Advisor Bench Access. When a seat on your professional team is empty or the wrong fit, your Director sources and vets replacements from a bench built over three decades of institutional relationships. 

Monthly Fee - $1,000

 Coordination extended into the family itself. 

• Annual Family Office Review. One comprehensive working session each year, built on your CIQ/MAP planning process, where the full financial picture is examined and the year ahead is set. 

• Up to Three Additional Meetings Each Year. You choose the purpose. Families use these sessions for governance, stewardship development, open conversations about money, rising generation education, philanthropic direction, or preparation ahead of a liquidity event. 

• Your Director as Facilitator. The same person who coordinates your professional team sits at the head of the family table. Continuity across both settings is the point.  

• Facilitated Family Governance. Structured meetings with an agenda, a facilitator who carries no family history, and written minutes that build an institutional record over time. 

• Rising Generation Preparation. Deliberate work on readiness so that inherited wealth meets a prepared heir.  

• Family Money Conversations, Professionally Guided. The subjects families avoid get addressed in a setting designed to hold them well. 

• Powers of Attorney for Adult Children. Coverage extended to the next generation as they reach adulthood and move away from home.  

Monthly Fee - $4,000

 Built entirely around your family. 

• Annual Family Office Review. One comprehensive working session each year, built on your CIQ/MAP planning process, where the full financial picture is examined and the year ahead is set. 

• Dedicated Director Capacity. Your Director holds meaningful capacity for your family specifically, with priority response on urgent matters and direct engagement with your outside counsel and advisors on your behalf. 

• Meeting Cadence Set by Your Situation. Sessions scheduled as circumstances require, typically ten to twelve across the year, structured around what is actually happening in your family and your enterprise. 

• Fully Customized Engagement Design. Scope written to your complexity: operating businesses, multiple entities, concentrated positions, real estate portfolios, private investments, and cross-generational structures. 

• Multigenerational Governance Architecture. Family charter development, defined decision rights, succession planning, and the standing structures that hold a family together across generations. 

• Transaction and Liquidity Readiness. Coordinated preparation ahead of a sale, recapitalization, or major inflow, with the professional team assembled well before the letter of intent.  

Monthly Fee - Tailored, Starting at $10,000