Family Office Service

Givers Family Office provides cutting-edge perspectives, access to select private opportunities, and end-to-end support — empowering you and your family to achieve your personal vision, protect those you love, and build an enduring legacy.

Contact us to discuss how we can help you experience the full possibility of your wealth.

Strategically placed to guide you

Drawing upon multi-generational wisdom and insight, we help you identify and act on key opportunities. Through your committed team, you tap into the full breadth of Givers’s international network, so you can move forward with confidence, never missing a pivotal development or rising trend.

Create a plan

Connect with our seasoned specialists to support your success, your family's well-being, and the impact of your philanthropic efforts. We adopt a comprehensive, integrated approach and deliver customized solutions to help you realize your objectives—however intricate they may be.

Advice throughout your financial lifecycle

We can help you implement strategies aligned with your values and intentions for your wealth.

Support to help your family thrive for generations

Together, we can create a multi-generational framework to manage your family’s wealth.

Achieve impact through strategic philanthropy

We can help you establish philanthropic goals and identify the structure that’s right for you.

Grow your wealth

We offer an extensive range of services and strategies. Gain access to bespoke investments, strategic credit, exclusive events and key connections to help you reach your goals.

Tailored investment guidance and unique opportunities

We use the resources of our entire firm to build a bespoke investment strategy around you.

Strategic financing when and where you need it

Your dedicated Lending Specialist facilitates your timely access to credit from across the firm.

Life, enhanced, for you and your family

We aim to open doors and make even more possible for you through thought leadership, events and networking.

Secure your assets – and your information

Help protect the people in your life and your finances backed by the resources of Givers. When you come to us, we make it our priority to understand your unique situation and protect your assets and information.

Secure access to a global custody network and reporting

Our platform enables you to work with all of your providers and to see your aggregated financial picture.

Robust cybersecurity and fraud prevention

It’s our top priority to keep you and your family safe – and any of your businesses or private foundations.

White glove service and everyday banking

Put the strength, security and reach of our established banking and treasury services to work for you.