Family Office Services

Our professionals have the breadth and depth of decades of global service firm experience providing family office consulting services, including the following:

  • Value family office investments - as family members desire liquidity, funds that hold family investments require outside valuation services to help determine NAV so that all family members are treated fairly.
  • Understand valuations of complex/illiquid investments – as regulators and auditors require additional valuation transparency, provide assistance in determining how NAVs are calculated and the significant assumptions that go into the calculations of each of the underlying NAVs, based upon the types of investments in underlying funds.
  • Provide valuation and appraisal services for estate and gift tax purposes that meet accounting and regulatory requirements.