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
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
Estate planning and strategies
Selection of trust vehicles
Education, mentoring and guidance of younger generation
Succession planning
Management consulting
Acquisitions and divestitures
Detailed reporting on regular basis and as requested
Direct personal contact with all relevant family members
Coordination of attorneys and CPAs