OUR SERVICES

We provide family office services that address current financial needs and take into account the long-term goals of wealth preservation, intergenerational wealth transfer, and family values.  Our emphasis on communication and education ensures that the next generation is well-prepared for their financial responsibilities. 

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INVESTMENT
MANAGEMENT

  • Customized management of securities for each account owner, recognizing the unique needs of clients and trusts.
  • Assessment and management of asset allocation for each investing entity and the family as a whole.
  • Alternative investments with a 30-year track record of assessing, tracking, managing, and reporting on opportunities.
  • Deal flow that is not confined to a limited menu of company-approved options, but rather encourages clients and contacts to explore potential investments.
  • The ability to do group investments to clear outsized minimums or reduce exposure for each participant, along with periodic meetings to discuss opportunities and market trends.
  • Access to our performance reporting platform.
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COMPREHENSIVE FINANCIAL PLANNING

  • Multi-Generational Estate Planning:
    • Maximize the use of lifetime exemptions and annual gifting.
    • Review and discuss trust terms.
    • Trust administration and act as Trustee if desired.
    • Monitor liquidity for estate tax purposes.
    • Establish a direct relationship with estate attorneys to reduce costs.
    • Estate administration and transfer upon death.
  • Income Tax Planning:
    • Monitor tax basis and unrealized gain/loss.
    • Collaborate with tax preparers.
    • Organization and submission of documents to tax preparers.
    • High-level review of quarterly estimates and tax returns.
  • Cash Flow Analysis and Management.
  • Risk Management:
    • Review property and casualty insurance policies to mitigate risk.
  • Life Insurance Consultation:
    • Provide unbiased advice regarding the need for life insurance.
    • Review and monitor current policies.
  • Family Education and Meetings:
    • Work with and educate future generations.
    • Hold family meetings to involve the next generation and prepare them for wealth transition.
  • Assist with family philanthropic goals.
  • Access to real-time net worth and estate flow reports.
  • Bill Pay Services