FAMILY OFFICE
At Verdence, your family works with our family.
Our balanced, experienced team leverages a range of specialties to get to the heart of your family goals and values, and translate them into family solutions.
Our experienced team works with many families in navigating the challenges that are unique to their situation. Working with multiple generations, we customize our approach to ensure every family member is properly informed and represented. We get to know those things most important to your family and then coordinate our counsel to meet those needs.
Our comprehensive offering for family office clients include:
- Family Governance
- Transition Planning
- Family Philanthropy
- Multi-generational Approach
- Concierge Services
- Advisor Analysis & Coordination
- Investment Policy
- Liquidity Needs
- Individual & Consolidated Reporting
- “State of the Art” Technology
Working with multi generations, we stress communication, full disclosure education and transparency.
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