“When you look at your life, the greatest happinesses are family happinesses.”

-Joyce Brothers

Select Family Office Services

Trust Adminstration

Pendleton Square’s focus and strength is serving a family as their trustee partner.  In this role, Pendleton Square will align with the family’s existing advisory team – investment advisors, attorney, CPA, and other professional partners.

Pendleton Square will advise a family on select, non-investment challenges that they may encounter – services that are not readily available in the marketplace, such as:

  • Leadership Training for the Rising Generation
  • Family Communication
  • Family Succession Planning
  • Assistance in Identifying Advisory Partners