A Collaborative Multi-Family Office

The Highest Level of Wealth Management Services

A Collaborative Multi-Family Office manages and oversees an affluent family’s wealth, including their investments, tax planning, and estate planning. However, at Clapboard Hill Private Wealth, we strive to take the family office to a higher level in order to simplify a family’s complex financial life. The goal of our Multi-Family Office model is to offer the highest level of care and concierge service to provide wealthy families with order, simplicity, and financial confidence.

At Clapboard Hill Private Wealth, we work with a client’s entire family, offering a full range of services that range from addressing estate plans, to philanthropic goals, to income tax planning, and more, with the goal of perpetuating the family’s wealth.