High Net Worth Services

Many of our clients in this group have been long-time Templeton clients who are looking to our trusted team members and our abilities to meet their needs and provide sound guidance as they take their business to the next phase, which often includes a business liquidity event.

As a true family office, our services are independent of, but complementary to, investment advisors and other professional service providers.  We are committed to first listen, understand and evaluate the needs of our families.  Only then do we tailor our broad array of service offerings to anticipate and adapt to the specific needs of each family.

We are often asked to serve as the family’s lead advisor which includes delivery of services that are truly independent and conflict free.  Services range from family governance, investment and risk management oversight, strategic planning and business manager services, accounting services – including integration with Templeton’s estate and tax planning experts, and a myriad of services in between.

Whatever challenges lie ahead for you, your family, your business, our deep experience with business ownership, and families of high net worth allows us to provide you with a uniquely personal engagement.