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Ancillary Services

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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