Surrounded with The right advice and services

Welcome to your Personal Office®

We designed our Personal Office experience for those who see their work as more than just work. For those who know that “good enough” is never good enough. Our proprietary approach surrounds you with the best possible advice and services — expanding what’s possible and equipping you to live your best life.

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Advice & Planning

We provide the advice and planning you need to reach your goals and make the impact you want on the world.

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Personal Cash Management & Reporting

We help you manage your cashflow, so you know how much money you have and where it is all going.

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Investment Strategy & Implementation

From public markets to private investments in real estate and venture capital, we've got you covered. We match a strategy to your goals to get you to where you need to go.

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Tax Preparation & Advice

With our in-house tax team, we partner together to provide coordinated advice and planning—saving you time and money.

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Legal & Estate Planning

With our in-house legal and estate team, we provide you with the guidance you need to navigate whatever comes your way—helping you manage your life and plan your legacy.

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Corporate & League Benefits

Knowing how to maximize your benefits can make all the difference. With years of experience, our advisors can help you navigate your options to get the most out of your benefits package.

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Family & Household Support

As your success grows, so does the complexity of your life. Our advisors help provide advice and support for your family and those closest to you.

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Insurance & Risk Management

Life can be unpredictable. We help you prepare for the unexpected by identifying, assessing, and mitigating potential risks.

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Foundation & Philanthropy

We partner with you to find better ways of doing good. From philanthropic advice to foundation management, our Foundation X team partners with you to make a difference.

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Services strengthened by working together

Our portfolio of distinct business units is intentionally designed to provide a seamless suite of services to support your financial, professional, and personal well-being.

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