Family Office

THE FLATIRON DIFFERENCE

We advise high net worth individuals on structuring and managing investments allocated across asset classes and countries, including alternative investments in hedge funds, private equity, managed futures, real estate and commodities and derivatives contracts.

We also advise on family office structures designed for better control and privacy, wealth building goals, risk management and preservation of assets, and succession planning.

Our work includes helping clients to coordinate business functions, gather and organize information crucial for decision-making and meet record and reporting responsibilities.

We coordinate advice of counsel on sophisticated tax planning, wealth transfer strategies, and succession planning.