Family Office

If you’ve considered a full-time family office, but believe you cannot justify the expense, Phlox can help.  With our existing family office relationships and experience, Phlox can tailor a cost-effective solution for you.  Our unique investment banking experience and deep commercial real estate / private equity knowledge enable us to provide the following services:

  • Commercial Real Estate Investment Review

  • Debt Compliance

  • Construction Draw Administration

  • Commercial Real Estate Accounting

  • Partnership Accounting

  • Asset Management / Lease Administration

  • Investor Relations Support

  • Accounts Payable