Wealth Management
We provide comprehensive estate and trust planning, development, and structuring; manage intra-family loans with precise tracking; offer summaries of essential documents such as wills and trusts; and facilitate and negotiate prenuptial, postnuptial, and divorce agreements.
Accounting & Financial Services
We manage balance sheets, cash flow, and financial planning; prepare general ledger reports; provide full-service bookkeeping; handle bill payments and expense reporting; and deliver customized financial reports tailored to your needs.
Financial Planning
We provide comprehensive budget planning and reporting, expertly manage debt to optimize financial health, and coordinate retirement planning to ensure long-term financial security. Our expert investment portfolio management ensures assets also align with long-term financial goals and market conditions.
Private Banking/Lending
We offer private banking coordination, assess and manage mortgage and refinancing options, and oversee cash management to ensure liquidity and financial efficiency.
Transition Management
We specialize in transition management for family offices, overseeing project planning and execution with a focus on best practices. Our approach ensures smooth transitions, meeting objectives on time and within budget for successful and seamless outcomes.
Insurance and Risk Management
We offer comprehensive risk management coordination, oversee life, disability, and long-term care insurance, and manage medical insurance with careful administration to ensure complete coverage and peace of mind.
Personnel & Office Management
We manage hiring coordination, oversee vendor relationships, administer payroll, coordinate employee benefits, and ensure smooth office operations through efficient management and oversight.
Philanthropy
We provide oversight and review of family philanthropic initiatives, guide the formation and implementation of entities, and manage the administration of private foundations to maximize impact and align with family values.
Lifestyle Management
We manage personal affairs and lifestyle needs with precision and care, ensuring that every detail is handled seamlessly. From day-to-day tasks to bespoke lifestyle arrangements, our services are designed to enhance convenience.
Our Services
At Emeraude, our comprehensive services are designed to manage the complexities of wealth, business, and lifestyle with precision, discretion, and expertise.
Emeraude Family Office
Emeraude is dedicated to meeting the complex needs of ultra-high-net-worth families and the businesses they oversee. With a forward-thinking approach, we provide scalable solutions designed to serve multiple family members across generations.
Our focus on fostering open communication, unity, and responsible stewardship ensures that both wealth and values are preserved for the benefit of current and future generations. Through seamless coordination and expert management, we empower families to thrive while we manage the details behind the scenes.
