Family Office Services

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Family Office Services

We will help maintain your family office for your convenience to help things run smoothly.

Our family office services include:

  • Investment Strategy and Implementation
  • Integrated Financial Strategies
  • Client Information Management
  • Wealth Transfer Planning
  • Trusteeship Services
  • Liability Management and Asset Protection
  • Lifestyle Enhancements Through Back Office Management
  • Family Continuity Planning
  • Family Philanthropy Guidance

Blog

April 3, 2020Cga

Continuing Operations During the Coronavirus – We Are Still Here to Serve You

We want you to know that we are still up and running during the Coronavirus crisis. We are considered to be an “essential service” according to the New York State guidelines. In order to keep everyone safe, healthy, and informed, we are providing you a combination of remote and on-site services.

April 3, 2020Cga

NYS Unemployment and Pandemic Assistance Due to COVID-19

Please be aware that under the CARES Act, New York State has expanded Unemployment Insurance Benefits related to COVID-19 to provide additional benefits and allow additional categories traditionally not covered. The following information gives a brief summary of the main benefits offered and links to pertinent information to help you apply from the NYS Department of Labor website.

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