Family Office Services

The Marston Group Family Office is an intersection where all of our experience, training, and expertise, along with deep knowledge and background of our client families, are brought together to focus on a family’s business and investment strategies.  But perhaps more importantly, our Family Office focuses on the family’s goals, dreams, visions, and legacy. 

Our unique approach is customized to the needs of each family and family-related business to provide structure and a vehicle for educating, informing, advising, and equipping the members to implement their desired plans. 

Services provided by our Family Office include, but are not limited to:

  • Family leadership and business education, training, and counsel
  • Family governance
  • Family member financial education
  • Personal CFO services
  • Document management and organization
  • Recordkeeping
  • Advisory, tax, accounting, and financial reporting services
  • Estate and gift planning and compliance
  • Individual, fiduciary, corporate, and partnership tax compliance
  • Charitable planning
  • Business formation, growth, and exit strategies
  • Closely-held business succession planning
  • Valuation services for business purchases, sales, and estate planning
  • Insurance strategies
  • Access to and assistance with private banking and trust services
  • Private equity advisory services
  • Business aviation matters
  • Liaison to legal, investment, insurance, and other advisors to ensure that financial issues are adequately addressed