(866) 871-0334
(502) 271-2900
333 East Main St, Ste 400
Louisville, KY 40202

Family Office Services

A suite of family office solutions delivered through experienced professionals.

Investment Advisory and Management Services

Personalizing objective investment strategies to preserve and grow wealth.

Legacy planning

Building a relationship with your family to develop and execute the strategies that will promote your lasting legacy.

Family governance

Ensuring your family traditions and values are instilled upon future generations.

Collaboration with key advisors

Working with other trusted professionals to coordinate complex wealth management issues.

Lifestyle management

Accommodating your requests in a manner that earns your trust and confidence.