Our mission is to work with you and your family to build lasting legacies through excellent management practices. Our goal is to optimize the value and impact of your assets, resources, and networks for the benefit of current and future generations, the communities in which you live, and the causes about which you are passionate. We provide family office services in three core areas: Wealth Management Lifestyle Management Legacy Management We provide Global Services, which complement our core areas. Our Advisory Service offers a pathway for families and individuals to explore all the options about whether your situation requires the establishment of a family office. Our Leadership Team has more than 30 years of collective experience setting up, managing, and advising families and individuals on the business of managing the complexities of family wealth. Our management team is supplemented by partner advisors with specialties in finance, accounting, investment, insurance, legal, travel, public relations, and other services needed in the daily operations of a family office. We work with any advisors you may have and do not duplicate services. At Alerion Partners, we soar higher. It’s our job to take a 50,000-foot view of how best to help you manage the daily complexities of family wealth.