SERVICES

 

 

• Manage bank, investment and lender relationships

• Integrated tax, estate and investment planning

• Retirement planning

• Investment selection, review, allocation and oversight

• Coordination of all professional service providers to ensure they are all working cohesively together

• Business and investment structure planning 

 

 

• Bill pay and expense management

• Complete financial accounting

• Financial reporting tailored to our client's needs

• Trust accounting and administration

• Administration of personal assets including residences, autos, boats, airplanes and art

•  Household staff administration

• Insurance and risk management of all personal assets 

 

 

 

 

 

 

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• Family governance

• Succession planning

• Family communication and meetings

• Family education

• Philanthropic planning

• Family foundation accounting and administration