Family Office
An investment bureau for ultra-high-net-worth families
Family Office clients will have access to Crewe’s private wealth management, investment banking, and asset management capabilities. Our Family Office will provide services to families with a minimum of $50 million in assets.
Families with significant wealth have specific needs to optimize their balance sheet, support a strong legacy, and reach family goals. Crewe’s advisors specialize in working with families with unique characteristics and Family Office will take that focus further to provide even greater care for families that require special focus and tailored services.
The Family Office will oversee anything and everything that is financially relevant, planning to effectively grow and transfer wealth across generations
Different people have different needs. Crewe has the resources to provide the custom solutions to oversee all things that may be financially relevant, including bookkeeping, bill pay, philanthropy, lifestyle management, and private and public investment management.
Services Provided
(Coming Soon)
The family office can serve as the central hub for a family’s legacy
Crewe’s Family Office will offer a much greater degree of customization than other forms of wealth planning. We can build a team to address clients’ unique interests and priorities.
Contact your Crewe Private Wealth Management Advisor to learn more about our developing Family Office service portfolio.
