Expanded Offerings for Larger Portfolios
Where the balance sheet gets complicated, our institutional capabilities apply directly.
Why It Matters
Above a certain size, a household stops looking like a household. There are entities, trusts, operating businesses, private funds, and a reporting problem that retail wealth platforms were never built for.
This is the point where our institutional work and our private client work become the same work.
What That Looks Like
Multi-entity consolidation
Trusts, LLCs, and personal accounts consolidated into one coherent view.
Direct and private holdings
Operating businesses, real assets, and fund interests reported alongside marketable positions.
Institutional-grade reporting
The reconciliation and audit trail we bring to committees, applied to the family balance sheet.
Coordination across advisers
One consolidated picture that your attorney, accountant, and family office can all work from.
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Talk with our team in Detroit, New York, Palm Beach, or the Bahamas about your circumstances and what you need next.