We deliver simplicity

Administrative Family Office Services

Your life is complex enough. Between your family’s intricate financial holdings and your varying business and investment interests, you maintain a large cohort of accounts, investments, assets, trusts, and advisors. We help simplify your life with highly specialized, bespoke, administrative family office services delivering analysis and insights so you can make the best decisions with your personal wealth and legacy.

Explore our Unparalleled Suite of Solutions

Central to our success is a commitment to making the complex simple so that our clients can make the best decisions with their personal wealth and business assets.  We combine cutting-edge technology, a process-driven approach, and a commitment to excellence that delivers an innovative, meticulous, secure and customized solution tailored to meet your family’s unique daily financial and household management needs.

building your family office

Your Maestro Advisor leads a professional team designed for an effortless 3-phase implementation.

Phase 1

Solution Design

As your family’s needs are unique, we will build your family’s distinctive solutions. This customized and holistic framework will guide our relationship and deliver the right combination of capability and expertise.

Phase 2

Onboarding & Data Set-Up

Selecting the right technology, designing the most secure communications, and opting for the ideal analysis package, your Onboarding Concierge is there to walk you  through every step ensuring flawless implementation.

Phase 3

Continuous Delivery & Scheduled Reviews

Your Maestro Advisor will lead your meetings monthly, quarterly and/or annually. Together, you will review your OneBalance analysis and optimize your OneControl solutions based on your latest priorities and needs.

Savor Time

Spend your time on the extraordinary, not the mundane.