Family Considerations

Financial considerations are certainly paramount to Concerto's service offerings, but we take it much further than that. Based on your family's needs and goals, we'll help you structure sophisticated plans for Education, Philanthropy, Lifestyle Enhancements, and more.

Family Continuity & Education

  • Family Governance or Education Plan
  • Family Meeting Coordination
  • Coaching and Mentoring
  • Leadership Training

Family Philanthropy

  • Multi-Generational Philanthropic Objectives
  • Personal Giving Programs

 Lifestyle Enhancements

  • Bill Paying
  • Property Management
  • Travel Services
  • Concierge Services