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 

CFO Services
 
 
  • 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 
 
 
 

 

 

Family Office Services
 

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  • Family governance

  • Succession planning

  • Family communication and meetings

  • Family education

  • Philanthropic planning

  • Family foundation accounting and administration 

Family Planning