Learn About how we Partner with Family Enterprises

  • Working together to optimize assets and liabilities around intended outcomes.

    • Get you organized

    • Keep you organized

    • Track everything owned and or owed

      • Across all asset types, countries and ownership

    • Custom Dashboards and Reports

      • including, performance, fees and expenses

  • We will coordinate with your professional service advisors on the following:

    • Tax Strategy: Reduce and minimize tax footprint to keep more of what you have.

    • Estate Planning & Execution

      • Dynamic visualization of asset flows to understand what will happen to whom and when

      • Protect your assets and provide for people important to you

      • Ensure your wishes are carried out smoothly and efficiently.

    Additionally, we serve in Independent Trustee, Trust Protector, or Trust Advisor roles

    • Generational Planning: Prepare the next generation with thoughtful wealth transfer and education.

    • Family Governance: Create clear structures for decision-making, communication, and shared vision.

    • Legacy Building: memorialize your family’s values, purpose, and impact for years to come.

    • Advisory Board participation

    • Buy, Sell, Hold, or Transition strategic guidance

    • Leadership succession consultation

    • Coordinate Entity formation

At Polaris, as a hybrid family office, we bridge the best of both worlds—offering the customization and intimacy of a single-family office with the shared expertise, infrastructure, and efficiencies of a multi-family office.