Services
Our coordinated approach brings structure so you can effectively pursue your strongest desires.
We offer a unique platform for business owners and wealthy families to access the necessary expertise for their complex, specific and custom needs.
Wealth Management
Our client portal and designated single point of contact brings a truly integrated solution combining technology and live, personal care.
- Financial and Investment Management
- Tax Planning and Coordination
- Consolidated Performance Reporting
- Performance Measurement
- Risk Monitoring and Impact Planning
- Portfolio Manager Selection
Lifestyle Management
Travel coordination, fraudulent credit card charges, managing household staff; our team handles these time-consuming tasks for you.
- Bill Pay
- Accounting Services
- Household HR Services
- Document Management
- Family Buying Power
- IT Services
Private Banking and Lending
Leverage competitive rates and banking solutions to create new opportunities for your family.
- Lending Solutions
- Liquidity Strategies
- Personal Banking Needs
Governance
Act as an advocate to strengthen the family’s vision through communication, education and relationship building.
- Annual Family Meetings
- Family Mission Statement
- Generation Financial Education
Legacy Planning
Have confidence that your interests will be maintained, your family will be cared for, and appropriate decisions will be made on your behalf.
- Estate Planning
- Wealth Distribution Strategies
- Risk Management | Asset Protection
Philanthropy
Increase your giving and make a bigger impact by integrating your charitable endeavors into your overall financial plan.
- Charitable Planning Strategies
- Donor Advised Funds
- Family Foundation Management
Business Planning
Put a plan in place for the growth and succession of your business, source and evaluate your exit options, and coordinate any tax planning matters.
- Consulting
- Succession Planning
- Growth and Exit Planning
Trust Company Services
Learn the value of having an independent trustee to implement and oversee your trusts.
- Access to Trust Companies
- Tax Efficient Jurisdictions
- Asset Protection