Family Office Solutions
Family Office SolutionsServices Provided by Crescent Pine Family Office Group
A Diverse Offering of Solutions For Your Family’s Unique Needs We partner with you to help manage the complexity, keeping you above the fray. We work with other professionals to integrate all of your family’s financial matters
When offering family office style services, it is important that we not only base our plans on well-defined goals, but also align the underlying solutions with the personal values of our clients. This increases the impact of everything we are able to deliver.
In addition to customizing solutions as needed, here are some of the services we offer:
Wealth Planning & Goals-Based Investing
Bespoke investment portfolios to protect and enhance your wealth and achieve financial freedom
Private Investment Opportunities
Direct access to institutional-quality private investments
Tax Strategy & Planning (3rd Party)
Tax mitigation advisory to help preserve your capital (Elevate CPA Group)
Wealth Strategy
Holistic approach to trust and estate advisory, legacy planning, pre-transaction guidance, and risk mitigation to protect and grow your wealth
Banking & Credit Consulting
Banking support to provide preferred lending rates, credit risk management, and dedicated support for your portfolio’s day-to-day activities
Risk Management
Guard your most valuable assets and protect yourself from a financial loss
Liquidity & Exit Planning
Insights and guidance on growing your company, selling a business, or funding your next venture
Trust Services
Full array of trustee services, including the delegation or management of trust assets
Family Governance & Education
Guidance to better connect and communicate with your family about shared values, long-term goals, family legacy, and more
Philanthropy & Impact
Resources and guidance to support your philanthropic approach, identify core values, and maximize charitable contributions and impact giving
CFO Services (3rd Party)
Dedicated accounting, administrative, and operational support for your family (Elevate CPA Group)
Resource Partners
As an independent firm, Crescent Pine partners with leading service providers to surround our clients with industry leading technologies, tools, and solutions.
To safeguard our clients’ assets, we have selected BNY Mellon | Pershing as well as Fidelity to serve as the firm’s custodians. Both of these firms are global leaders in custody services.
Our tech and operating platform is provided by Sanctuary Wealth, who specializes in supporting independent wealth managers like Crescent Pine, granting us direct access to products, services, and a community of fellow elite financial advisors who actively share best practices and new investment opportunities.
We also work with Fieldpoint Private Bank & Trust to tap into specific private banking and related services for our families.
The Crescent Pine team marshals all these resources, customizes them for each of our clients, and creates a truly differentiated experience.
Private Market Investingwith Crescent Pine
We believe that the greatest opportunities to deliver consistent excess returns are found in the private markets.
Our founder shares a long history in private investing. We provide clients with direct access to exclusive private market investing opportunities. We want families to have access to direct investments on a preferred basis and a dedicated private investment team – just like the largest single-family offices.
Private Market Investment Opportunities Offered From These Thriving Sectors:
- Food & Beverage
- Financial Services
- Healthcare & Wellness
- Industrial & Manufacturing
- Music Royalties
- Real Estate & QOZ
- Software & Technology
Private Investments
- Private Credit
- Private Equity
- Real Estate
- Venture Capital
Structures
- Direct Investments
- Co-investments
- Secondary Investments
- Joint Ventures
- Fund Investments
Diversification
- Asset Class
- Geography
- Sector
- Theme
We invite you to learn more about our personalized services and how our unique approach can create an elevated experience for yourself and your family.