Family office services

Managing substantial family assets often requires a team of specialists. For families whose finances span trusts, investments, and business interests, a family office such as ours offers sophisticated, coordinated management that considers the full scope of your net worth.

If your financial picture is multifaceted, with interwoven legal, tax, and investment needs, our Family Office Services provide an integrated approach you may not receive from a traditional advisory firm. Think of it as having a personal CFO, backed by a dedicated team, to proactively protect and enhance your wealth. Plus, Bank of Jackson Hole Trust is in Wyoming, allowing you to take advantage of our state’s favorable trust laws, even if you are not a state resident.

Custom Wealth Management: As a fiduciary, we design personalized strategies to grow and preserve your family’s assets, including wealth/investment management, generational wealth-planning, financial planning, tax planning, charitable endowments, and more.
Financial Education for Family Members: Empower younger generations with the knowledge to sustain wealth responsibly.
Objective Advice from Independent Experts: Unbiased guidance, free from potential conflicts.
Risk Mitigation: Avoid common pitfalls, from improper tax planning to insufficient insurance.
Generational Wealth Transfers & Business Succession: Ensure a smooth transfer of wealth and responsibilities across generations.
Philanthropic Planning: Structure charitable giving that aligns with your values and long-term legacy.

We understand that all wealth decisions—whether financial, legal, or administrative—impact the entire estate. Our approach integrates investment, insurance, estate, business, and legal planning to ensure all facets of your wealth are aligned. We also coordinate with your CPAs, attorneys, and other external advisors to address tax filings, legal documents, estate structuring, and investment opportunities. This consolidated approach gives you one cohesive strategy for building and preserving your legacy.

Our Family Office Services provide exclusive access to investment opportunities beyond traditional portfolios, focusing on sophisticated growth strategies suited to substantial estates. We manage:

Traditional stock and bond portfolios
Strategic asset allocation
Venture capital and private equity
Hedge funds and alternative investments
Commercial real estate

Our investment philosophy is grounded in identifying high-value opportunities that align with your wealth growth objectives and your family’s legacy goals.