What is a Family Office?

Defining Issues, Determining Relevancy, Methodically Implementing Solutions

Our practice is designed to create continuity and promote stewardship of a family’s resources so each generation will experience their affluence as a blessing, rather than a burden.

“One of our most important roles is to foster stewardship of a family’s resources” explains Marshall Serwitz, “So each generation will experience their good fortune as a blessing rather than as a burden; for the heirs to behave in a socially responsible and productive manner; to step boldly into the world but without arrogance. Folks of limited resources have no idea how fearful, and potentially damaging, it can be for a maturing adolescent to realize he might never need to work. While clients thank us for their investment returns, they express their most sincere appreciation and gratitude for our role of facilitating stewardship.”