7650 Rivers Edge Drive, Suite 240
Columbus, OH 43235
614.431.4311
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Family Office Services

Our Family Office Services include:

  1. Estate planning – advanced
  2. Investment portfolio planning
  3. Business succession planning
  4. Retirement / financial independence
  5. Executive benefits
  6. Insurance / risk management
  7. Philanthropic planning
  8. Business exit planning
  9. Collaborative interaction with your accountant and attorney

We do not:

  1. Draft legal documents
  2. Provide legal advice
  3. Prepare tax returns
  4. Take custody of assets
  5. Provide bill pay services