Senior Administrator

Senior Administrator Services

Our senior administrators provide high-level oversight and coordination of complex wealth management situations. With decades of experience, they serve as trusted advisors to ultra-high-net-worth families and institutions.

What Senior Administrators Do

Senior administrators serve as the quarterback of your wealth management team, coordinating all aspects of your financial life including:

• Strategic Planning: Developing comprehensive wealth management strategies aligned with your goals
• Advisor Coordination: Managing relationships with attorneys, CPAs, insurance specialists, and other professionals
• Family Governance: Establishing structures and processes for family decision-making
• Succession Planning: Preparing for leadership transitions and generational wealth transfer
• Crisis Management: Providing guidance during major life events or financial challenges
• Philanthropic Planning: Structuring charitable giving to maximize impact and tax benefits

Who Benefits from Senior Administrator Services

Senior administrator services are particularly valuable for:

• Ultra-high-net-worth families with complex financial situations
• Multi-generational families requiring governance structures
• Business owners planning for succession or exit
• Families with significant philanthropic interests
• Individuals managing multiple entities and investment vehicles