Estate planning
PE-backed family office platforms
Clients Want One Stop
Clients want simplicity—they don’t want to coordinate separate tax, legal, and investment advisors.
Our Solution
We help MFOs acquire or build:
• cpa firms
• estate planning teams
• business advisory services
creating seamless client experiences.
Tax Requires Specialized Talent
HNW families require high-level tax, estate, and legal expertise—but attracting and retaining this talent is difficult.
Our Solution
We recruit:
tax attorneys
CFOs
family office strategists
for complex financial structures and multi-generational wealth planning.
Legacy & Succession Planning
Strategic Structuring
Multi-family offices must be designed for continuity and long-term value preservation.
Our Solution:
We structure M&A, talent acquisition, and service expansion to ensure MFOs are built to last.
Let’s build the next-generation MFO.