Boutique Family Office Services is focused on supporting enterprising families in formalizing business governance through out their organizations, training and preparing families, supporting families through new acquisitions or unique needs.
- Family Transition Education/Training
- Succession Planning
- Philanthropic Execution of Family Desires complimenting Tax Strategy
- Generational Transitional Training, Preparation and Planning
- Family Business Governance Formation, Training and Execution
- Family life style accommodations
- A la Carte