The firm's most important differentiator is our focus on Family Office Services.  OM helps families face the unique challenges and opportunities often created with substantial wealth.  Family Office Services also includes developing a framework for facilitating family communication, goal setting and succession planning. OM, in conjuntion with leading external multi-family offices, works with families with concentrated stock positions, private wealth management, in strategic philanthropy, and to prepare the next generation for the privileges and responsibilities of wealth.

Long-term family success depends on a framework of communication, decision-making and planned succession. OM has the experience to educate and counsel families on these critical--and sometimes sensitive--issues.