Family Office

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Given our high level of personal interaction, we intentionally maintain a small, select group of families, individuals and institutions as clients. We are discreet, and confidentiality is of the utmost importance. Forem Investments takes a comprehensive approach to establish a relationship and understand our clients’ financial and personal goals. Investors can expect an integrated experience within a boutique family office ambience.

Individuals and families usually rely on their own personal tax accountants, lawyers and administrators. We help coordinate by working with client’s existing advisers and when needed, engage outside quality. This coordinated collaboration not only results in greater effectiveness and efficiency, but also allows families to receive the best of everyone’s talents in a cost-effective manner.

At Forem Investments, we:

  • Participate in investments committees involving all parties.
  • Maintain agreements with first class global custodians.
  • Make ourselves accessible to clients at any time and for any reason.
  • Conduct due diligence on  clients’ custodial platforms.

As a result, we create an ambience of total collaboration and coordination among the participants in your family’s financial undertakings, while delivering efficient, effective financial solutions.

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