Our Services

Family Office

We function as Family Office CFO by overseeing and coordinating tax strategy; planning and compliance; investment analysis; tracking and performance reporting; estate planning and legal services, cash management forecasting; budgeting and financial reporting; foundation administration; independent trust and estate administration; and insurance and risk management.

Tax Strategy

We coordinate the tax-related concerns of the family and family trusts and link them to the optimal investment strategy and tax planning.  We will outsource and coordinate with the appropriate tax and accounting advisors as needed.

Investment Advisory

We determine the specific liquidity and cash flow needs and risk profile of each constituent of the family.  We then provide investment management and oversight based on each family client circumstances and goals.  Below is a partial list of investment products we may use.

  • Bonds
  • Common Stock
  • Qualified Plans
  • Brokerage Accounts
  • Green and Sustainable Income Investments
  • Government Securities
  • Socially Responsible Investments

Wealth Advisor

Utilizing sophisticated financial and estate planning tools we guide each family on estate planning, wealth transfer, mutigenerational wealth management planning.  This works in conjunction with investment and portfolio management, legal services and risk management tools.  We can provide oversight and management in many areas as show below.

  • Retirement Plans
  • Tax Plans
  • Aligning Plans with Values
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Retirement 

Generational knowledge transfer is an asset more crucial than money. We work closely with families to identify, encourage, and facilitate wealth management, family values, mission and vision transfer which is so important to multi-generational wealth.

Insurance

Insurance planning and review can offer resilience and risk mitigation in myriad areas.  We partner with firms that are experts in the evaluation of risks and complex insurance needs for wealthy families. Below are some areas we focus upon.

  • Health Insurance
  • Disability Income
  • Life Insurance
  • Long-Term-Care Insurance
  • Annuities
  • Employee Benefits

Legacy and Philanthropy

Helping to define and execute the financial, social and philanthropic wealth passed on to beneficiaries is perhaps the most complex concept for wealthy clients to articulate. Facilitating the process through trust, foundation or other appropriately sustainable structure can be the most rewarding communication we offer.