• Services

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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

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