what we offer

We offer customized family office services to meet your needs as well as those of your spouse, children, grandchildren, and future generations. Our commitment is to provide exceptional in-depth, personalized services to meet the financial needs of individuals, families, endowments, and institutions. As your needs evolve, we will advise you on how to address each event with care, understanding, and discretion.

Tim and Charlie collaborating, image.

complementary services

  • Trust and Estate guidance, planning, and attorney referrals
  • Tax planning and accountant referrals
  • Financial planning advice and modeling
  • Bookkeeping and bill payment advice and referrals
  • Medicare and Social Security advice and referrals
  • General advice, referrals and negotiation on: banking, mortgages, travel logistics, insurance, art, asset purchases, and philanthropy
  • Oversight of 401k plans, 529 plans, concentrated holdings, and closely held securities
  • Financial education for the next generation
  • Availability to serve as an individual Trustee
Tim and Charlie collaborating, image.

“The team has provided multiple generations of my family with superior investment guidance across all asset classes.  They have also guided us through house sales purchases.”

A twenty-year client from California

"This group put our interests at the center of everything they do, they value personal relationships and place a premium on service.  In short, they have been our steadfast partner in meeting the long-term financial needs for my family."

A fifteen-year client from florida

“The team successfully manages investments for my in-laws, my children, my wife, and myself. They immediately answer my phone calls, texts, and e-mails with value-added advice and guidance.”

A twenty-year client from Rhode Island

"My family has worked with the team for years and they have been our trusted advisor for investment, planning and philanthropy over numerous business cycles.  Our family has complete faith in this group continuing to manage our affairs and for the next generation."

A twenty-year client from Massachusetts