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Tailored for Highly Successful Families

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Dedicated to meeting the complex needs of highly successful families and the businesses they oversee. With a forward-thinking approach, we provide scalable solutions designed to serve high-net-worth families.

Ensuring that both wealth and values are preserved for the benefit of current and future generations. Through seamless coordination and expert management, we empower individuals,  families, and corporations to thrive while we manage the details behind the scenes.

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Managing the intricities of wealth, business, and lifestyle with precision, discretion, and expertise.

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Wealth
Oversight

Wealth Oversight

We provide strategic oversight and coordination across all aspects of your wealth. Acting as a trusted advisor, we partner with your investment manager to align decisions with your values, goals, and long-term strategy. Our role is to help you see the full picture - ensuring clarity, continuity, and confidence in how your wealth is managed, preserved, and deployed.

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Accounting &
Financial Services

Accounting &
Financial Services

We provide full-service accounting and strategic financial planning - managing balance sheets, cash flow, bookkeeping, and reporting - while aligning every financial component with your long-term goals and evolving market conditions.

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Private
Banking/Lending

Private Banking/Lending

We offer private banking coordination, assess and manage mortgage and refinancing options, and oversee cash management to ensure liquidity and financial efficiency.

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Governance &
Succession Planning

Governance &
Succession Planning

Our governance and succession planning services define decision-making frameworks, clarify roles and responsibilities, and establish policies that uphold your values across the organization or family enterprise.

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Wealth, legacy, and lifestyle.

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Health Intelligence &
Risk Management

Health Intelligence &
Risk Management

We offer comprehensive risk management coordination, oversee life, disability, and long-term care insurance, and manage medical insurance with careful administration to ensure complete coverage and peace of mind.

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Personnel &
Office Management

Personnel &
Office Management

We manage hiring coordination, oversee vendor relationships, administer payroll, coordinate employee benefits, and ensure smooth office operations through efficient management and oversight.

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Philanthropy
 

Philanthropy

We manage hiring coordination, oversee vendor relationships, administer payroll, coordinate employee benefits, and ensure smooth office operations through efficient management and oversight.

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Lifestyle
Concierge

Lifestyle Concierge

We manage personal affairs and lifestyle needs with precision and care, ensuring that every detail is handled seamlessly. From day-to-day tasks to bespoke lifestyle arrangements, our services are designed to enhance convenience.

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Wealth Oversight

We provide strategic oversight and coordination across all aspects of your wealth. Acting as a trusted advisor, we partner with your investment manager to align decisions with your values, goals, and long-term strategy. Our role is to help you see the full picture – ensuring clarity, continuity, and confidence in how your wealth is managed, preserved, and deployed.

Emeraude_Icon_Tan.png

Accounting &
Financial Services

We provide full-service accounting and strategic financial planning – managing balance sheets, cash flow, bookkeeping, and reporting – while aligning every financial component with your long-term goals and evolving market conditions.

Emeraude_Icon_Tan.png

Private Banking/Lending

We offer private banking coordination, assess and manage mortgage and refinancing options, and oversee cash management to ensure liquidity and financial efficiency.

Emeraude_Icon_Tan.png

Governance &
Succession Planning

Our governance and succession planning services define decision-making frameworks, clarify roles and responsibilities, and establish policies that uphold your values across the organization or family enterprise.

Emeraude_Icon_Tan.png

Insurance &
Risk Management

We offer comprehensive risk management coordination, oversee life, disability, and long-term care insurance, and manage medical insurance with careful administration to ensure complete coverage and peace of mind.

Emeraude_Icon_Tan.png

Personnel &
Office Management

We manage hiring coordination, oversee vendor relationships, administer payroll, coordinate employee benefits, and ensure smooth office operations through efficient management and oversight.

Emeraude_Icon_Tan.png

Philanthropy

We manage hiring coordination, oversee vendor relationships, administer payroll, coordinate employee benefits, and ensure smooth office operations through efficient management and oversight.

Emeraude_Icon_Tan.png

Lifestyle Concierge

We manage personal affairs and lifestyle needs with precision and care, ensuring that every detail is handled seamlessly. From day-to-day tasks to bespoke lifestyle arrangements, our services are designed to enhance convenience.

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