Family Office

Comprehensive financial stewardship for complex private wealth.

We serve as the operating center for a principal’s financial affairs—managing accounting and reporting, overseeing entities and obligations, coordinating tax, legal, investment, estate, and philanthropic advisors, and helping safeguard the integrity and continuity of the entire financial structure.

Financial Management & Administration

Bring structure and accountability to the principal’s ongoing financial responsibilities.

  • Cash-flow oversight and bill payment
  • Consolidated financial reporting
  • Entity and account administration
  • Recordkeeping and document coordination

Tax Planning, Philanthropy & Wealth Preservation

Coordinate the longer-term decisions that affect taxes, giving, entities, and multigenerational wealth.

  • Ongoing tax planning and compliance oversight
  • Philanthropic planning and administration
  • Trust and entity coordination
  • Collaboration with attorneys, advisors, and trustees

Personal

The relationship is built around the principal’s financial life—not a standard service package.

Coordinated

We work across entities, institutions, advisors, and family stakeholders.

Discreet

Sensitive financial matters are managed with care, confidentiality, and sound judgment.

Engaging Us

A family office to make your life simpler and more secure.

We accept a limited number of new private-client relationships so each principal receives direct, senior-level attention. We provide a trusted point of accountability for the entire financial operation—managing the details, coordinating the professionals, strengthening controls, and ensuring important matters are handled with care.

Private Client Inquiries

Begin with a discreet introductory conversation.

We will discuss your current financial structure, immediate priorities, and where greater coordination may be helpful.

Arrange a Discreet Discussion


familyoffice@criterioncapital.com