Family Office and Private Client Services
Not everything you need fits in a traditional box. Sometimes, you simply need a broad scope, privileged and confidential relationship with trusted counsel who can help with risk management, advise on business legal tactics and help vet and retain other resources. We selectively work this way both directly with HNW individuals and family business owners and through their other advisors and family offices. Some recent examples of issues we've been retained to assist clients with include:
- Temporary relocation of professional athlete and family while he underwent extensive medical treatment and rehab for injuries. Included sourcing secure lodging, tutors and personal security.
- Supervised completion of multi-year, seven figure remodel of client's luxury estate after local contractors failed to deliver and committed fraud against out of state client.
- Aided multiple clients protect, manage, organize and acquire various collections including art and collector vehicles.
- Sourced private jet charter, luxury vehicles and high security, bullet-proof vehicles.
- Assisted clients with due diligence reviews of various opportunities and individuals.
- Organized family retreat and reviewed personal risk management issues for the family as a group.
