SERVICES

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Manage bank, investment and lender relationships
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Integrated tax, estate and investment planning
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Retirement planning
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Investment selection, review, allocation and oversight
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Coordination of all professional service providers to ensure they are all working cohesively together
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Business and investment structure planning
CFO Services

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Bill pay and expense management
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Complete financial accounting
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Financial reporting tailored to our client's needs
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Trust accounting and administration
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Administration of personal assets including residences, autos, boats, airplanes and art
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Household staff administration
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Insurance and risk management of all personal assets
Family Office Services

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Family governance
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Succession planning
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Family communication and meetings
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Family education
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Philanthropic planning
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Family foundation accounting and administration
Family Planning