Select Family Office Services
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