In the beginning of every long-term relationship we schedule a personal meeting to gauge our clients’ individual goals, desires and needs. Based on these we tailor personalized services to help our clients fulfill their dreams. The New York Family Office℠ services include:
1. Asset Analysis
2. Asset Planning & Structuring
3. Coordination & Organization
4. Controlling & Reporting
5. Indirect Investments
6. Direct Investments
7. Financing
8. Legacy Planning
9. Insurance
10. Philanthropy
11. Additional Services