Wrapped up in our services as fiduciary, we can help with the day-to-day needs of our clients, such as paying bills and identifying agencies that could be of assistance to our clients, such as caregivers, geriatric care managers and hospice services. We can also help bridge the gap between the generations, hosting meetings of parents and children, and facilitate important discussions such as end-of-life decision making. As a multi-family office, we seek to be our clients primary resource for legal and financial matters. We roll our sleeves up and get into the nitty gritty of the family dynamics.
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We Encourage You to Book a Call With. Click "Book a Call" Now and Pick a Convenient Time That's Available For YouVested Partners A Multi-Family Office
Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.