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Committed to you, at every step of the journey.

First Avenue private lounge
Family Office

Beyond investment management.

A coordinated approach to every part of family wealth.

Our mission

As wealth grows,
so does complexity.

We bring the moving parts together. Investment strategy, planning, and family priorities, into one coordinated approach.

And we work alongside your existing advisors where it makes sense.

Where we focus

Planning and structuring

Tax, estate, and succession planning, coordinated across personal, corporate, and trust structures. Executed with your accountants and counsel, not in parallel to them.

Governance and advisory board

A formal structure that brings First Avenue and your trusted external advisors into a single working group, led on your behalf.

Consolidated reporting

A single, reconciled view of every account, asset, and entity. Refreshed regularly. Built to be understood at a glance.

Next generation and legacy

Education, governance, and structure that prepare the next generation and turn capital into intentional, lasting impact.

Structure

YOUR FAMILY OFFICE.

Family office advisory board

Advisory board

A single working group, led on your behalf.

Each family is supported by a dedicated First Avenue lead, who chairs an Advisory Board on your behalf.

We do not replace the people you have built relationships with. We coordinate them, and complete the team where there are gaps.

Areas of focus

Tax planning & structuring
Estate planning & succession
Risk management & oversight
Reporting & Document Retention

Consolidated financial summary

Knowing what is next starts with knowing where you are now.

A single, reconciled view: balance sheet, corporate structure, asset and investment summary, banking, portfolio schedule, and estate reporting.

Why it helps

  • A clear overview of the family’s financial picture
  • A visual map of corporate structure
  • Tracks change and progress over the life of the relationship

Estate and business succession

Each step mapped, in plain language.

A visualization of how your estate and operating businesses will pass to your successors. Values, obligations, and decisions presented clearly.

Why it helps

  • Clear visuals, in plain language
  • A shared understanding of obligations
  • Updated as life and business circumstances change

Onboarding action plan

WE TRACK YOUR PROGRESS.

From our first conversations and the initial Consolidated Financial Summary, we build an action plan with prioritized tasks, owners, and timelines.

Why it helps

  • Clear ownership across family members
  • Tracked progress toward shared goals
  • A structure that promotes unity and alignment