Comprehensive Financial Planning

• Asset allocation based on goals and risk profile
• Strategic diversification
• Estate tax and income tax planning
• Insurance services
• Philanthropic planning
• Integration of components to ensure overall coherence and synergy

Investment Management

• Selection, due diligence and review of investment managers
• Value-based investing
• Cash flow management
• Private equity
• Alternative investments
• Concentrated positions of equities and/or employee stock options
• Real estate transaction management

Wealth Transfer

• Estate planning and strategies
• Selection of trust vehicles
• Education, mentoring and guidance of younger generation

Family Business Advisor

• Succession planning
• Management consulting
• Acquisitions and divestitures

Accountability / Relationship Management

• Detailed reporting on regular basis and as requested
• Direct personal contact with all relevant family members
• Coordination of attorneys and CPAs