We offer access to family office services through strategic affiliated companies. Services include:*

• Payment of recurring bills
• Multi-home management
• Household payroll management
• Consultation of the purchases of real estate, automobiles, airplanes and artwork
• Working with large family relationships to aggregate all financial information and resources under "one roof"
• Coordinating and hosting annual family review meetings

Please ask our advisors about this service that is underutilized by high-net worth clients. Our goal is to provide an experience well beyond the expectations of our clients. We clearly understand the importance of providing personal attention to our clients requests and have made client relationships the most important aspect of our business strategy.







*Family office services are provided by BNY Mellon and Covington Capital for qualified clients. BNY Mellon and Covington Capital are not affiliates of The Wealth Consulting Group, New England Financial, or New England Securities.