Family Office Services

A Personalized and Tailored Approach.

Similar to a business, a family aims to continuously build, manage, and preserve its wealth. To ensure smooth operation and financial prosperity, a household, much like a business, needs effective budgeting, cash flow management and strategic planning. Principally, this requires the guidance of a trusted advisor.

Providing family office services for high-net-worth families is a deeply specialized endeavor, one that requires unwavering trust, clear vision, and disciplined management. This commitment has been a fundamental principle at Pasquesi Sheppard throughout our 50 year history.

Our Family Office group provides personalized concierge services, supporting high-net-worth individuals and families with their financial and household management. We provide tailored plans for each family we partner with, considering personal family objectives, tax obligations, asset composition, and philanthropic goals.

Family Office Services:

  • Family and Personal Financial Statement preparation
  • Financial Reporting, budgeting, and projections
  • Investment review and monitoring
  • Charitable planning
  • Risk Management
  • Trustee services
  • Successor counseling and instruction 
  • Education and financial literacy to young family members
  • Family vision and governance
  • Coordination of professional service providers

Concierge Services:

  • Bill payment and monthly reporting
  • Personal assistant services
  • Organize travel arrangements
  • Negotiation and acquisition of real estate and personal property such as artwork, jewelry, insurance, and vehicles
  • Supervise services for home repairs and deliveries
  • Coordination of insurance coverage
  • Household employee payroll
  • Host and coordinate family meetings
  • Assist in conflict resolution

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