Family Office Briefings

We have drafted briefing notes inspired by the challenges faced by our family office clients. Each note summarizes a client’s challenge and describes how the client reached a much-improved result. Topics include “What Families Should Never Miss!” as well as 3 case histories that focus on key challenges:  Longstanding Brokerage Links, Exploitative Private Banking Relationships, and Estate Attorney Fees.    

We trust that the short articles (see below) may provide you with additional insights into the challenges that you may be facing. As always, we look forward to working together with you to help solve your challenges, both large and small.   Want to learn more?  Please contact Chris Cutler, Tom Donahoe, or Safia Mehta at 917 287 9551.