Family Office
Family Office
The deliberate infrastructure behind lasting family wealth.
Significant family wealth doesn't need more advisors; it needs fewer, working in concert. We bring investment oversight, legacy structuring, governance, and day-to-day administration into a single, discreet relationship, so wealth holds together across generations.
Schedule a callCapabilities
Family Office
Family Governance & the Next Generation
- Charters, councils, and decision frameworks
- Education and mentorship for rising generations
- A neutral hand for resolving disagreements
Investment Oversight
- Portfolios shaped around family goals
- Access to public markets and alternatives: private equity, hedge funds, real estate
- Continuous reporting, risk oversight, and manager diligence
Legacy & Wealth Structuring
- Estate and trust design with your attorneys and tax advisors
- Multi-generation transfer strategies
- Giving via donor-advised funds and private foundations
Enterprise & Liquidity Counsel
- Guidance through liquidity events and recapitalizations
- Aligning business and family governance
- Business planning woven into family strategy
Administration & Lifestyle
- Consolidated reporting, bill pay, expense tracking
- Stewardship of property, aircraft, and art
- Concierge support, insurance review, coordinated risk
Start a conversation.
Tell us a little about you. There's no pressure and no obligation. Just a conversation.
Contact usInvestment advisory services offered through Pax Mentis. Certain services described are provided in coordination with outside professionals and may be subject to eligibility and availability.