You and your family are unique, and your family office needs are different from anyone else. We recognize that, and so our team works with you to establish which services you need and how frequently you need them. Once we've confirmed your exact requirements, we assemble a team of dedicated professionals to implement a service plan specifically tailored to your needs.

We provide state-of-the-art technology so you can access your complete financial picture anytime, from anywhere. We offer a digital vault so you can securely store confidential records and documents, "what-if" tools to help you evaluate new opportunities, and a secure client portal for the transfer of sensitive information.

At REM, we take protecting and nurturing your family’s business as seriously as you do.