amphora

Services

1. TRUST & FOUNDATION SERVICES

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Trusts and foundations are very flexible holding vehicles that can be used for estate planning, philanthropy, asset protection and many other situations. With the guidance of your professional advisors, we can design and administer the trust or foundation that will enable you to achieve your specific objectives.

Our services include the structuring, management and administration of:

ACCOUNTING & BOOKKEEPING SERVICES

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Setting up and running a professional family office is very expensive and is only cost-effective for families with very high net worth. For families who do not want to assume the cost of an independent family office, we offer quality family office services at a fraction of the cost.

Our services include: