Family Office Services

Empire Trust provides versatile and innovative solutions for the supervision and custody of traditional and alternative assets from hedge funds, real estate, and financial futures to more commonly used investments like stocks, bonds, and mutual funds. Empire Trust makes sure that our families completely understand what their choices, responsibilities, risks, and limitations are in regard to assets in all types of accounts and investments.

Our financial counselors have the wisdom to work comfortably with you to meet your financial needs and desires and to develop plans to protect your current and future assets.  The purpose of coordinating a dynamic and professional team of experts including collaborating with financial counselors is to facilitate their understanding and appreciation of your family in order to accomplish your dreams, desires, and goals.

Empire Trust’s team of experts collaborates and harmonizes with our families and with each of the family’s outside service providers, such as financial advisors, accountants, and attorneys, to develop strategies that work.  This successful business practice ensures that every component of your plan works synergistically to achieve your desires, dreams, and goals.

Insurance may serve as a risk management instrument and may facilitate a family being able to preserve its financial legacy across multiple generations.  A family’s insurance needs must be managed in a strategic, attentive and comprehensive manner in order to ensure that it extends to current and future wealth.  An insurance provider may not always consider a client’s potential for future growth in recommending a given insurance policy, which leaves such client with an inappropriate near-term bandage rather than a solution to a long-term problem.