[  A look under the hood.  ]

Significant wealth is complex – we help you simplify your financial life.

 

Significant wealth comes with increasing complexity. We think holistically about all aspects of your wealth and develop customized strategies based on your unique situation.

Our goal is to streamline your financial affairs and simplify your decisions. We are experienced in gaining a complete understanding of your finances, and integrating strategies with other professionals to make decisions in your best interest. In addition to providing fundamental investment management, we offer qualified families a full range of extended wealth services.

CASH FLOW PLANNING AND MANAGEMENT

  • Evaluate cash flow required to support your lifestyle, including comprehensive retirement income planning
  • Oversee distribution to appropriate operating account(s)
  • Manage personal bill payment system

TAX PLANNING AND MANAGEMENT

  • Evaluate income tax planning opportunities
  • Assess appropriate professionals and coordinate tax preparation and compliance

TRUST AND ESTATE PLANNING

  • Identify estate planning and wealth transfer goals
  • Determine the most effective way to pursue estate planning goals
  • Analyze tax implications of managing and transferring your wealth
  • Evaluate and help choose the best qualified legal and accounting experts to help implement your plans

PHILANTHROPIC GOALS AND COMMITMENTS

  • Assess charitable goals, values, and interests
  • Identify best qualified charities
  • Monitor the impact of your gifts

ASSET PROTECTION AND RISK MANAGEMENT

  • Oversee plans to protect assets and privacy from third parties
  • Appraise insurance and other risk protection needs
  • Recommend appropriate strategies and products

SPECIAL PROJECTS

  • Evaluate and manage extended family financial planning needs
  • Negotiate significant asset purchases or sales
  • Evaluate business or professional practice continuity and succession plans
  • Assist with valuation and sale of business interests