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Our
Family
Office
Holistic Concierge Support
for both
the WEALTH AND HEALTH
of your family
Life is Complicated
Let's Simplify
Three Ways to Move from
Surviving to Thriving
with a
Carpe Diem Mentality
Create Fun ... Lots of Fun!
From philanthropic to multi-generational legacy trips,
From events to concerts, weddings to intimate meals,
Our experts would love to help you plan your fun for everyone.
Create Order
From Real Life Chaos
​
On the softer, messier, more personal side, where “life happens”,
while we cannot eliminate the stress of chaotic transitions like the one's below,
we do our absolute best to ensure your family feels connected, cared for, balanced, lighter, happier, and confident that you are indeed,
optimizing your time and building the legacy you envision.​
​
Eldercare is complicated,
It impacts the marriage, estate, business, real estate, wealth and health of
multiple generations, and there is NO one size fits all solution.
Let's say:
One parent is healthy, one is sick.
You need to sell their long term home to move them closer to you.
They love to be social, garden, work and be with family.
You have 4 kids of your own,
2 getting married, some other health issues to juggle, a new grand-child.
The eldercare has thrown everyone's lives out of balance, including yours'. Resentment exists.
Don't go it alone. Simplify the puzzle. Connect with Your Concierge.
At the very least, you are juggling: Family dynamics, physical and metal health, generational wealth, real estate, home management, legal, family leadership, insurance, driving to and from appointments, familial and professional communication, event planning, invitations, ... just to name a few...
Tell us what you need, tell us your stressors, trust us to round out your team of healthcare providers, nurses, lawyers, financial planners, real-estate agents, wedding planners, drivers, architects, gardeners, memoir writers, and colleagues to support everyone's needs.
Divorce, Wealth, Legal, Family
Divorce is complicated.
The way you divorce will impact multiple generations. Emotions are high, the home is literally divided, and wealth needs to be managed carefully.
Did you know that 90% of woman do not use financial advisors in divorce,
and 72% do not save for retirement?
Don't go it alone,
Connect with Your Concierge
Tell us what you need.
Describe the stress points, where your experts are strong, and what you are missing.
Let us round out your team.
Consider the value of an exceptional wealth manager who works with your lawyer / mediator to ensure the assets are carefully managed on both sides, someone who understands your journey and educates you as needed.
Consider the value of a pre-vetted realtor, new child care, or a career, life coach or therapist to support the changing family dynamics.
Illness, Death, Law,
Business, Wealth, Education,
Real Estate
Illness and Death of the bread winner are multi-dimensional, emotionally charged life events that force families to make medical, legal, business, financial, and personal decisions that both honor a legacy, and determine the stability of the family, for generations to come.
Did you now that 90% of widows and 80% of Next Gen heirs will change advisors after the spouse / parent dies?
So before this happens, let's ensure you have the team you trust, the experts who know what you need and can fill in the gaps to support you.
Don't go it alone,
Connect with Your Concierge
Consider the value of a pre-vetted business consultant to optimize the existing business,
TWE lawyers with experience in tax structures and settling your estate, trusted realtors, a financial advisor to educate those unaccustomed to managing new assets, a concierge moving group, and.. lets not forget the event planners to focus on the details of the funeral and reception.
All before you come up for air and realize grieving takes a long time.
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