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Family Office Services

Customized services designed to simplify your life and preserve your wealth for future generations.

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Our Solutions

Our team of experienced advisors specializes in creating multigenerational legacy plans for ultra-high net worth families. We'll help you and your family live a fulfilling life through our Family Office services.

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Legacy and Multigenerational Planning

  • Capturing and implementing your legacy
  • Crafting the right legacy structure to take care of the people you care about
  • Creating your legacy team (including an attorney, accountant, business consultant, family coach)
  • Creating a family governance structure
  • Building a family communication and education plan
  • Other concierge family services (including valuation, safekeeping, household services)
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Consolidated Family Investing Strategy

  • Creation of a consolidated family investment strategy
  • Consolidated economic reporting
  • Individualized personal financial statements

Tax Planning

  • Multigenerational transfer tax structuring
  • In-depth private investment based income tax structuring
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Charitable Giving

  • Creation and ongoing operation of a family charitable giving structure

Banking Solutions

  • Consolidated family private banking and lending services
  • Bill paying services

We can also help you with...

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Establish Your Legacy

Determine what story you want your wealth to tell about you and your family. If your financial plan indicates that you have more than necessary for a lifetime of financial independence, your wealth can be used now to create your legacy.

LEARN MORE about family wealth planning.
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Business Succession Planning

As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.

Learn More about business succession planning
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Protecting Your Wealth

Understanding your net worth, the assets you own and the risks associated with them is essential to your ability to protect your wealth over the long term.

Learn More about protecting your wealth.
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Private Banking

Get the most from your relationship with us. As a private banking client, you’ll have solutions designed for your unique lifestyle and future plans.

LEARN MORE about Private Banking.

This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.

Have Questions?

We're here to help.

Give us a call at 888.769.3796 and select option 4.

Dave McEvoy
Dave McEvoy, VP Portfolio Manager, Madison, WI

Your Trusted Partner for Life's Biggest Moments

No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.

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