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Families with Complex Needs

Many families have considerations and require coordination
that go beyond the scope of services that most wealth management firms can deliver.

How we can help.

We help wealthy families coordinate all aspects of their busy financial lives so that they can focus on the things that are most important to them.

 

They can take comfort knowing that we have the time, access, and expertise to address every aspect of managing their wealth—now and for future generations.

In addition to sophisticated investment management, our family office services include coordinated estate and wealth planning, tax planning and compliance, insurance advisory, family governance, consolidated reporting, and bill-paying solutions.

 

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Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
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Business Succession
Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.
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Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
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Corporate Benefits
Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions
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Education, Estate, &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
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Exit
Planning

Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.
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Family Governance
Planning

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
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Family Philanthropic
Planning

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
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Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
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Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
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Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
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Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
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Risk
Management

Often used in place or alongside insurance planning or alongside, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
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Tax
Consulting

Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.