Family Office Services

At Prager Metis, we act as the family office “quarterback” to ensure that all family policies and decisions are enacted and continually maintained. We believe in total transparency and communication with all family members. We understand the need for privacy and will be extremely cognizant of this in all communications with you and various team members.

Our goal is to become your most trusted advisor so that you feel comfortable coming to us first for advice and counsel. With Prager Metis, you will only deal directly and continually with the same senior partner and your team. This allows trust and knowledge to grow between both parties and allows us to become fully immersed in your family groups. We are very confident in our firms’ approach, as we have almost 100 years of experience in providing these services.

Bank and credit reconciliations
Cash flow planning and projections

Compliance, planning and structuring to minimize tax liabilities
Comprehensive bill payment and cash management

Concierge services
Consolidated reporting and tracking of all investment assets

Coordination of wealth transfer process
Financial report preparation, analysis, and review

Life and disability insurance consulting
Payroll administration

Risk management
Succession planning

Trust and estate administration and planning
Wealth preservation and distribution strategies