An alternative to wealth & lifestyle management.
A day, a year, generations from now, where is your wealth headed?
What kind of resources do you need to shape your life?
What are your plans?

            Private Line promises personal attention and unwavering ethical values with highly customized, impeccably integrated private wealth management and family office services freeing families of extensive responsibilities in managing multiple service providers.

            Private Line's current principals possess over 30 years of family office & ultra high net worth expertise.  Our distinctive history based on an existing family office with 85 Years & 5 generations of background knowledge and experience gives us a unique perspective on private wealth management. We are independently owned and free to choose the approach that best suits each client’s needs.

            We search out the best ideas available and provide reliable professional services and staff.  We draw on in-house staff, strategic alliances, existing family advisors, and our clients themselves to create customized private wealth management plans.  For every area of wealth management, Private Line provides expertise and adds insight about how each decision will affect the whole.

            Private wealth transfer, tax planning, philanthropy and education help multiple generations cultivate a conscientious approach to decisions about taxes, wealth, personal development and community involvement. We draw on in-house staff as well as appropriate specialists to provide education, training and practical support for the thoughtful stewardship of each family's wealth, anticipating the best solutions for each situation.

            Compliance, reporting, and record retention help protect each family and its assets by keeping the complex backdrop of regulation and security in order. We bring accurate, consolidated data under one roof and integrate it as we review prospective opportunities. Private Line seeks ways for families to reduce risk and comply with all legal requirements.

            Private Line has opened its doors to a select number of multigenerational families whose wealth presents extraordinary life opportunities and generates complex management needs.  We provide customized architecture and a service plan tailored for each situation to support our clients' financial goals, practical realities and desired lifestyles.  Administrative services increase the free time families enjoy by relieving them of detailed and mundane tasks. Private Line applies experience, resources, systems, and accountability to the supervision of private wealth matters.

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