Partner. Perform. Protect.
What is a Family Office?
Families whose wealth spans multiple generations, whose financial needs are complex, and who require a keen focus on wealth protection can benefit substantially from Alpine’s Family Office services.
We serve as an advocate and coordinator for all aspects of your family’s finances, going beyond investment services to manage and advise on family foundations, taxes, trusts, and legacy planning. We also serve as a point person for all family members. In these scenarios, it’s essential to align family values and purpose with the wealth strategy and goals of the family as a whole.
Such an approach requires a very high level of service and requires in-depth knowledge of structuring wealth, as well as understanding how every piece of the family’s broad range of assets and liabilities work together.
Alpine believes that our value investing approach provides an ideal foundation for the Family Office, offering a level of long-term, consistent, deliberate performance with a focus on protection of portfolios over full market cycles. We also coordinate the skilled team of professionals from other disciplines to work with us to ensure the family’s accounting, legal, and philanthropic needs are efficiently and effectively met.