A multi-family office brings the coordination, discretion, and dedicated attention of a single-family office to a select group of families — without the cost and complexity of building one alone. ParkHaven serves as a central point of organization for families whose financial lives span investments, tax, estate planning, business interests, and philanthropy, along with the professionals who advise on each.
Coordinated guidance across the major decisions of a complex financial life.
Holistic strategies that align your wealth with your values and vision for the future.
Coordinated tax planning informed by the full balance sheet and long-term family priorities.
Thoughtful planning organized around family intent, structure, and continuity across generations.
Disciplined, research-driven portfolios built around a long-term advisory framework.
Structured guidance for transitions, exits, and other consequential financial decisions.
Coordinated trustee solutions delivered with care, structure, and discretion.
Banking and lending coordination organized around the family's broader plan.
Insurance and risk review built around the family's structure, exposures, and priorities.
Financial clarity and operational support to help your family thrive.
Strengthen family bonds and build a legacy of shared purpose and understanding.
Turn generosity into impact with strategies that reflect your values.
Curated services that simplify your life and elevate your experiences.
Significant wealth tends to accumulate complexity — multiple accounts, entities, advisors, and decisions that rarely sit in one place. ParkHaven brings them into a single coordinated framework, so the full picture is visible, documented, and managed with intention rather than in fragments.
Personalized guidance and objective advice for complex lives, significant wealth, and long-term priorities.
At their core, both single-family and multi-family offices provide tailored coordination across complex family wealth. The key distinction lies in the model: a multi-family office — like ParkHaven — delivers these services to multiple families, creating efficiencies through shared resources while maintaining personalized, high-touch service.
For the purposes of this page, "family office" and "multi-family office" may be used interchangeably, though ParkHaven proudly operates as a multi-family office, offering the sophistication of a dedicated family office with the advantages of scale.
The family office experience should simplify complexity, not add to it. ParkHaven is designed to help families coordinate investment advice, estate planning, tax strategy, philanthropy, risk management, lending, and reporting through one thoughtful center of gravity.
Family Office Services go well beyond investment management — they're designed to help families sustain wealth and values across generations.
Learn MoreA family office approach treats tax awareness as a planning discipline rather than a year-end exercise. ParkHaven coordinates portfolio decisions, charitable giving, and estate considerations with a family's tax professionals, so that tax treatment is considered before decisions are made — not after.
Learn MoreMulti-family offices typically earn advisory fees aligned with the scope of services provided, under a fiduciary standard of care.
Learn MoreIf you're seeking a more holistic, values-driven approach to wealth, a family office may be the right fit.
Learn MoreA multi-family office provides the coordination, reporting, and dedicated attention of a private family office to a select group of families, rather than a single one. Each family receives integrated investment management, planning, and professional coordination without building and staffing an office of its own.
A single-family office is built, staffed, and funded by one family exclusively. A multi-family office shares that infrastructure across a small number of families, providing comparable coordination and discretion without the cost and staffing of a dedicated office. The trade-off is exclusivity; the benefit is institutional capability without institutional overhead.
A financial advisor typically manages investments and offers planning guidance. A multi-family office coordinates the full financial life — investments, estate considerations, tax awareness, banking, insurance, philanthropy, and the outside professionals who serve each area — acting as a central point of organization rather than a single service provider.
Multi-family office fees are generally based on assets under management and the scope of coordination involved, rather than a flat package price. ParkHaven's fees are described in its Form ADV Part 2A, available on the Disclosures page, and discussed openly in an introductory conversation.
ParkHaven serves families, founders, and executives whose financial lives involve meaningful complexity. Rather than a published minimum, fit is determined in a private conversation about the family's circumstances, coordination needs, and objectives.
This information is educational in nature and should not be considered legal, tax, or investment advice. Please consult your own professional advisors regarding your specific situation.
For families whose next decisions deserve a more thoughtful framework, a confidential introduction is the appropriate next step. We coordinate with your outside tax, legal, banking, and advisory professionals where appropriate.