HomeBase, The Family Office @ Cozen OConnor, an exclusive offering from within the law firm of Cozen O’Connor, was developed by the firm’s Private Client Services practice to answer the needs of clients seeking to manage the complexity at the intersection of their family and their wealth. HomeBase is the product of a long history of our representation of high-net worth families.
For decades, in fact over several generations, our clients have looked to us to provide more than just legal counsel, but also to provide coordination of their families’ “operations”– their closely held businesses, their other shared investments and residences, their trusts. These families needed more than just a drafter of documents, more than a just a custodian of assets, more than just a file system. They needed all of these things and an integrated point of contact for all the members of their family which both understood how things should “work” and could make them work. They needed a “homebase.” And we built one.
HomeBase presents a clear, complete and simple way for you, your family members and advisors, to view aggregated family balance sheet information and important family documents, from anywhere, at any time. See the most recent transactions in all of your accounts, current portfolio balances and allocations, including cash positions. The HomeBase dashboard provides data updated daily to track trends and manage your cash flow.
HomeBase’s permissions based technology makes it easy to share info with family members and advisors alike. By working with your Cozen OConnor attorney or Trust Administrator you can ensure that you’re always tracking your goals and have real-time conversations about your estate, family, financial life and more. HomeBase is available by contacting your Cozen OConnor attorney today.
Please note that while HomeBase currently connects to US and international financial institutions, all reporting will be in local currencies.