Family Office

Providing You Continuity of Coverage

Wealth management too often takes place in silos and creates extra work managing multiple relationships - your accountants, estate attorneys, insurance agents, and investment advisors. We make your life easier through continuity of coverage to help you organize your financial matters (e.g., paying your bills and collaborating with your financial partners) and efficiently implement your strategies. Pallas offers family office services that are dedicated to serving the unique needs of our clients and to simply make life less complicated.

SERVICES

We coordinate with all of your financial partners – and can recommend, as desired, experts from our expansive and trusted network:

CPAs/Accountants

We coordinate with your trusted accountants to review efficient tax and estate planning, and timely and complete compliance with tax requirements.

Insurance

We collaborate with your insurance providers – and other specialists – to review proper levels of protection and retirement income.

Attorneys

We work closely with your attorneys to aim for complete planning and actionable trust and estate strategies to protect your family and their future.

Trust Officers

We can save you time by managing third party trust officer relationships.