We provide sophisticated trust, estate, tax, risk management, and investment planning to some of America’s wealthiest families. As your family’s single point of contact, we lead and align a collegial team of accomplished professionals and advisors to work together on your behalf.
Palm Beach Private Family Office oversee a network of investment advisors, attorneys, tax advisors, trust officers, insurance agents, charitable directors, and other subject matter experts to deliver coordinated advice, recommendations, and plans. We ensure family leadership has the right information to make smart decisions with the family’s money.
Our approach is comprehensive. Traditional family offices focus solely on managing financial capital—the assets and investments—and fail to consider the family’s human and social capital. Long-term generational wealth transfer requires a focus on the individuals that make up the family and how they interact with society and is supported by the financial capital, not the other way around. We are experts at creating continuity and cohesion for your family around all three forms of capital so you can enjoy your wealth now and in the future.
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