Prosper Together

Our Global Family Office team offers services that support the evolution of your family office. Together, we will help you craft tailored strategies and extend your capabilities so that your families can preserve their wealth for generations to come.

Protect

Protect the value of your families’ assets through changing circumstances

Harness

Harness the data, reporting and tools you need to drive efficiency and manage risk

Extend

Extend the capabilities of your office through access to resources, expertise and best practices

Evolve

Evolve through constant adaptation to support long-term investment success

Investment Servicing and Information Management

Industry-leading performance and risk analytics tools.

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Investment Management

Portfolio advice and investment management across styles, strategies and asset classes.

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Wealth & Estate Planning

Expertise refined over generations of managing complex wealth.

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Private Banking

Customized solutions to meet liquidity and investing needs.

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Fiduciary Services

Experienced corporate trustee with a modern approach.

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FEBRUARY 2022

Shifting Horizons: Insights Into How Family Offices Are Responding to Rapid Economic & Social Change

Over the past few years, the world has experienced a public health crisis, social tensions, technological disruptions and economic turbulence unseen in decades.