Family Wealth Services

We Listen. We Strategize. We Act.



We apply our Quadrant Thinking ® method to all of the services we provide.  Quadrant Thinking ® is a four part process we have developed over the years to clearly define your goals, or mission and the obstacles or speedbumps along the way.  We begin each project with you in Quadrant 1: Clarity and work through the subsequent Quadrants: Solution (2), Implementation (3) and Sustainability (4) to complete a full circle of thorough problem solving.  This practice allows us to look at your project or problem at a high level and make decisions or set goals with your big picture in mind.




Our professionals combine extensive expertise and the advantages of our specialized approach to accounting, business and experience, in order to handle the complex requirements of our high net-worth family clients. Our experts help you to develop clarity in regard to long-term goals and structure strategies in alignment with those goals.  We work closely with you, your family office staff and business advisors to customize services that meet your diverse personal, business and family goals, while always maintaining the highest degree of sensitivity and confidentiality.

  • Tax:
    • Federal, State & Local Tax
    • Estate and Trust Tax
    • Gift Planning
    • Succession Planning
    • Retirement Planning
    • Tax Authority Representation
    • Investment Performance Monitoring
  • Accounting:
    • Business Management
    • Bookkeeping
    • General Ledger Maintenance
    • Back Office Management
    • Brokerage Accounting
  • Family and Family Office Advisory:
    • Family Estate Planning
    • Family Succession and Legacy Planning
    • Intergenerational Wealth Transfers
    • Philanthropic Planning and Family Foundations
    • Family Office and Implementation
    • Family Governance
  • Family Business:
    • Tax Compliance and Planning
    • Assurance and Attest
    • M&A Due Diligence and Transactional
    • M&A Modeling and Analysis
    • Transactional Structuring
    • Feasibility Studies
    • Strategic Planning
    • Organizational Analysis and Strategies