Family Office

The management of a significant and diversified asset portfolio can mean dauting challenges for families in many areas - reporting and monitoring expenses, investments, administration and tax declarations, tax and estate planning, trust services. Other concerns include insurance, health care, execution of wills and education.

Shen LaRoche Family Office operates as a fully independent consultant, offering unbiased advice as well as a wide variety of services. It does not itself manage assets, but monitors the managers serving its clients and suggests changes if necessary. Clients regularly receive a full statement of assets together with assessments and recommendations, providing them with a comprehensive overview of their positions.