In-Depth Solutions for Peace of Mind

Built for You

Our Family Office Services provide the ease and peace of mind of personal staff, without the challenges of finding, vetting, and managing employees.

These solutions leverage a local team and the operational and security infrastructure of a private and commercial bank.

Our Approach

Each of our Family Office Services offerings is backed by a dedicated team with extensive experience in accounting, family office, information technology, and cyber security, as well as experience in collaborating with our clients' other trusted advisors. Our product suite includes:

Bill Pay Service

  • Collect and review all bills for processing, approval, tracking, and accounting
  • Monthly spending reports and annual statements for tax purposes

 Financial Reporting and Analysis

  • Reconciliation of assets and transaction accounts
  • Financial statement preparation
  • Cash flow tracking
  • Budget preparation and monitoring

 Family Office Administration

  • Compile, inventory, and digitize records
  • Set up key financial, and administrative systems for client use
  • Support personal or family office staff

Meet Our Family Office Services Team

Julie Sievert.jpg
Julie SievertSVP, Family Office Services ExecutivePhone: (206) 397-8061
Katrin Dietz.jpg
Katrin DietzVP, Client Services, Family Office ServicesPhone: (206) 456-5109
Chris Moffett.jpg
Chris MoffettVP, Operations, Family Office ServicesPhone: (206) 397-8062