Overview
Our focus and expertise in the family office arena means we can facilitate needs that range from the simple to the complex. Services may include bill paying, coordination of tax preparation, analyzing insurance needs, or finding an attorney or other professional that is well suited for you.
Essentially, whatever comes your way, we are your advocate, and our team is ready to handle it for you. Because we work very closely with each client, we are able to anticipate needs and expectations, as well as handle anything that is perhaps unpredictable or feels challenging, particularly the more complex and often time consuming items. The ultimate benefit is that Bristlecone can manage your day-to-day financial needs, returning time and peace of mind to you and your family.
Why Bristlecone?
- Truly integrated and comprehensive – It is common for us to work with clients on any number of special projects, including unique purchases, construction projects or even special events or travel.
- Aristata software – It is one thing to say you deliver family office services, and another to do it. Bristlecone’s proprietary, award-winning software allows us to deliver unparalleled organization and simplicity in managing your family office needs.
