Experience a family office solution with sophisticated guidance and boutique services tailored for ultra-high-net-worth and multi-generational families. These services unify your needs, offering private wealth management, goals-based financial planning, private investment access, tax strategy, legacy planning, liquidity and exit planning, philanthropic planning, family governance, and lifestyle concierge. By centralizing your private wealth needs, we create cohesiveness across key areas of wealth and well-being.  Your family office is customized to meet your goals now and across generations. Reinvent the way you experience wealth with our dedicated family office services.

Consult with us on managing liquidity and lending through private banking solutions. Tailored for multi-generational families and entrepreneurs, we can connect you to services include cash management, credit lines, bridge financing, securities and asset-based lending, and commercial and residential real estate loans.

*Whispering Brook Capital does not provide private banking services directly. Access to private banking services is done through referrals to 3rd parties.

Whispering Brook Capital offers experienced legacy advice. We are not estate planning attorneys, however, as a fiduciary, we provide consulting on services such as selecting a corporate trustee for complex estates and multi-generational trusts. Our expertise ensures privacy, efficiency, and reduced burdens on family members during the estate settlement process, offering creative solutions and peace of mind for you and your family.

For entrepreneurs and business owners, the transition of leadership and ownership is a critical concern. Business and succession planning services facilitate seamless transitions, preserving the integrity and value of your enterprise. Comprehensive plans address both the immediate and long-term needs of your business and family.

Transferring wealth across generations is fraught with potential social challenges. Consulting services address these dynamics, helping families avoid the pitfalls that can arise without proper planning. Understanding and cohesion are fostered, preserving your legacy without compromising family harmony.  Please note that we do not provide legal advice as we are not estate planning attorneys.

Enhance your investment strategy with direct indexing and tax loss harvesting. Direct indexing allows for the customization of your investment portfolio by selecting individual securities to mirror an index, providing flexibility and personalization. This approach not only aligns your investments with your specific financial goals but also offers potential tax advantages. By strategically selling securities that have declined in value, tax loss harvesting is designed to help offset capital gains, effectively reducing your tax liabilities while maintaining your investment strategy's overall performance.  We provide access to this service through third-party money managers.