Service Category

Coordination That Brings Clarity

As families grow, so does complexity. Our approach to Family Office services provides structure and coordination across finances, advisors, and decision-making, helping families stay aligned without adding unnecessary layers of complexity or control.

About Family Office

Family Office services exist to simplify complexity, not create it. As wealth expands, businesses evolve, and generations grow, families often find themselves managing a growing number of advisors, accounts, entities, and decisions. Without an Outsoured Family Office, important details can be overlooked, and alignment can begin to erode.

A team lead by your L&S personal CFOs brings organization to that landscape. It provides a centralized view of financial activity, risk exposure, cash flow, and governance considerations, while allowing each advisor to continue working within their area of expertise. The focus is not control, but clarity.

For many families, this becomes necessary after liquidity events, business transitions, or generational shifts. What once worked informally no longer scales. Decisions begin to overlap, responsibilities become blurred, and communication becomes increasingly difficult to maintain.

Our Family Office services help establish structure around how information flows, how decisions are made, and how responsibilities are shared. By coordinating advisors, reporting, and planning efforts, families can gain a clearer understanding of their current situation and how their decisions align with long-term goals. The result is a steadier framework that supports continuity across generations.

FAQ

Common questions from our clients

What do Family Office Services actually do?

Family Office Services help coordinate financial information, advisors, and planning efforts. They provide oversight and structure, ensuring that decisions are informed and aligned, while existing advisors continue to manage their specific responsibilities.

Are Family Office Services only for large families?

Family Office Services are appropriate whenever complexity increases. This may result from growth, liquidity events, multiple entities, or generational expansion rather than asset size alone.

When should a family consider Family Office Services?

Families often explore an outsourced Family Office model when decision-making becomes fragmented or when oversight feels reactive instead of intentional. However, it can always be helpful to address issues before they arise–not just after.

How does a Family Office improve decision-making?

A Family Office creates a shared view of financial information, priorities, and responsibilities. By bringing advisors, reporting, and planning into a single, coordinated framework, decisions become more deliberate, timely, and aligned, rather than reactive or siloed.

Your Cart

Coordination That Brings Clarity

About Family Office

Personal CFO

Philanthropic Advisor

Outsourced Family Office

Family Office & Business Governance

FAQ

We’d Love to Hear From You