Elevation Management Group is a fully integrated multi-family office, offering customized services to a select group of individuals, families and private foundations. Each engagement is tailored and refined to accommodate the specific needs of the client. Elevation’s services include accounting, bookkeeping, bill pay, income and gift tax, cash flow management, estate and wealth transfer planning, estate and trust administration, partnership and LLC administration, family governance, philanthropy and foundation administration. Elevation does not provide investment advice.

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Elevation charges one simple flat fee for its services, and there are no other charges, hidden fees or revenue arrangements with outside service providers. Elevation is privately owned, enabling the firm to operate independently, free of conflict, and fully aligned with its clients’ interests.