A growing part of the firm is its Multi-Family Office practice, which serves high-net-worth and ultra-high-net-worth families with customized advice and coordination across investment management, estate and wealth transfer planning, tax, insurance and risk management, philanthropy, concierge services, and family education and governance. The Family Office team develops a deep understanding of each family and works closely with family members and their outside advisors—including attorneys, accountants, trustees, and other professionals—to provide an integrated approach to managing complex financial affairs.