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High net worth families have unique and complex needs when it comes to managing their fortunes. Quintessence Group works closely with sophisticated clients like you to enhance the estate planning process and act as an intermediary between the family, estate planning attorneys and other trusted advisors. By becoming intimately involved in every aspect of the client's financial and personal dealings (administering trusts, updating wills, reviewing insurance coverage, hiring and firing household staff, paying bills etc.), Quintessence team members gain the complete trust of the family � and are often invited to play a key role in family affairs, as well.

One of the most important services we provide as a family office is to facilitate family continuity by establishing governance mechanisms as well as a "family constitution." These governance mechanisms serve to connect the family's core values and commitments to the enterprise's core values and governance structure. Implementation includes drawing clear lines of communication, planning and facilitating meetings, providing family wealth education and offering youth mentorship. By keeping family members aware at all times of all decisions and transactions that affect the family business, we are able to maintain a cohesive entity dedicated to executing the strategies and reaching the goals they have agreed upon.

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