Services

Each client has her/his/their own goals and needs. Nanette & Family meets you where you are and stands ready to do what’s necessary to make your life and legacy dreams come true. And because we limit the number of clients we serve, we can provide these services in a tailored, personal, and cost-effective way.

family office services

We take on the details. No task is too big or too small. We coordinate with investment, legal and accounting advisors, pay bills, support you when you purchase and remodel properties, help prepare tax filings, support estate planning efforts, and serve as trustee or director, as needed.

Family Foundations & Partnerships

If you’ve decided to set up a family partnership or foundation, but find that running the enterprise is more than you bargained for, let us take those tasks on for you. Nan has experience running family foundations and setting up family companies in Delaware, California and Washington state.

Property Management

Erin is a licensed real estate agent. Nan worked for years in seeking entitlements for large green real estate projects and as a paralegal on real estate transactions. Recently we have helped clients purchase and remodel homes in several western states.