Family Office Services

A Blank Canvas

RMB Family Office Services is predicated on the understanding that increased wealth and increased complexity tend to go hand in hand—and that complexity, by its very nature, cannot be uniformly defined. For this reason, flexibility is the defining characteristic of our service model. Based on the nature and scope of services you desire, we tailor solutions and customize a corresponding pricing agreement. We can accommodate a wide range of realities and possibilities for multigenerational families, whether you have an established family office, prefer a fully outsourced approach, or wish for something in between.

The Client Experience

With our wholly à la carte services model, you identify the types of solutions you’d like us to provide. Regardless of how your customized agreement takes shape, we aim to deliver upon it with savvy, transparency, and responsiveness.

Customized Reporting,
including Alternatives

Partnership Accounting

Tax Services

Bookkeeping Services

Bill Pay

Administrative Support

Investment Policy Development

Asset Allocation

Manager Selection

Portfolio Monitoring

Public Securities Research

Due Diligence Services

Private Investment Opportunities

Estate Planning

Cash Flow Modeling

Risk Management

Family Governance
& Education

Philanthropic Advising