Our Services

Track net worth. Maintain knowledge and recordkeeping of assets and significant documents. Report total portfolio returns and risk relative to peer groups and indices.

Protect wealth in retirement, disability, or death of a business owner or key employee. Identify and develop potential buyers or successors.

Outline personal, tax, legal, and financial implications of the sale or purchase of a business.

Track cash flows. Model future income, expenses, and strategies to align cash needs with plans to spend, save and invest.

Oversee and align estate and education planning with client’s long-term goals to protect, preserve and share substantial assets.

Evaluate income, benefits, stock options, deferred compensation, dividends, and distributions.

Manage accountants, attorneys, bankers, investment managers, insurance, philanthropic and other advisor relationships.

Facilitate family meetings, values, multi-generational financial education, leadership development, family succession and distribution planning.

Serve as family ambassador and administrator re: communications, planning, paperwork, bank wires, deadlines, etc. to complete projects and tasks.

Assess current asset mix and performance against desired asset mix and performance, considering all scenarios, for long-term planning. Design financial strategy and tactical implementation plan. Evaluate and source deal flow.

Support entity selection, governance, active and passive giving, and strategic prioritization.

Manage liability planning, concentration risk, wealth transfer, and unexpected events.

Provide tax planning and support related to transactions, compliance, legal entity structure, income and estate taxes.