Today’s families require capabilities beyond the expected.
We understand that the needs of modern families are often multi-faceted and complex. We act as your family's personal CFO by delivering the highly personalized services of a family office. We work to simplify our client's financial lives so that they can have the freedom and flexibility to pursue their interests. Together with our institutional custodians, we offer a comprehensive suite of the following services.
Together we will create a custom portfolio incorporating innovative solutions and comprehensive wealth management.
Wealth Management
Financial Planning - Analysis of Net Worth, Balance Sheet, Cash Flows, Scenario Modeling
Retirement Analysis - Income Planning, Budgeting, Social Security Analysis, Medicare Planning
Trust & Estate Analysis - Wealth Transfer Strategies
Tax Estimate - Distribution and Conversion of Retirement Assets
Liability Management
Executive Compensation Advisory
Strategic Cash Management
Risk Management
Student Loan Planning
Guidance - Life Events and Transitions
Philanthropic Advisory
Investment Management
Investment Policy Formation and Management
Asset Allocation
Portfolio Management
Institutional Investment Managers
Individual Stock and Bond Selection
Ongoing Communication and Reporting
Family Office Services
Family Governance
Business Owner Advisory - Succession Planning
Coordination with Trusted Advisors (e.g., Accountant, Attorney)
Document & Record Management
Cybersecurity & Fraud Awareness
Guidance, Education, and Mentoring for Future Generations
Retirement Plan Services
Plan Level Fiduciary Services - Plan Evaluation & Design, Participant Communications
Plan Level Investment Services - Investment Policy Statement, Investment Menu Design & Monitoring, Portfolio Models
Participant Level Services - Investment Advice, Financial Education, Retirement Planning