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Our Services

If you struggle to keep up with your professional team: tax planning, estate planning, asset protection, exit planning, charitable planning and investment planning; you may want an office that provides family office services.
We specialize in serving high-net-worth clients who have taken bold risks and now deserve to reap the rewards of confidence, clarity, freedom and taking care of the people you love.
We cater to clients who seek a cohesive and organized approach, empowering you to focus on your purpose, your family, or other interests with financial independence and freedom.

<h2><sup>Our Core Wealth Management Services</sup><br/>Investment Management and Consulting</h2>

Our Core Wealth Management Services
Investment Management and Consulting

We provide Management of all investment elements to maximize the probability of our clients achieving all that is important to them.

  • Risk evaluation
  • Asset allocation
  • Assessment of the impact of costs
  • Assessment of the impact of taxes
  • A written Investment policy statement
  • Portfolio performance analysis & updates
  • Endowment Investment Consulting & CIO Services

Advanced Planning

We combine this investment acumen with expertise in Advanced Planning. We provide all clients with Advanced Planning, which includes:

  • Estate Planning
  • Charitable & Philanthropic Planning
  • Tax Planning
  • Legacy Planning Strategies for Multi-Generational Planning
  • Asset Protection Planning
  • Liability Planning
  • Retirement Planning
  • Education Planning

Professional Network Support

With our expertise and personalized approach, we act as your central advisor, coordinating and collaborating with other professionals in our extensive network to ensure seamless wealth management. This entails:

  • Team & One-to-One Meetings with your Accountant, Estate Attorney, P&C Agent, or other key advisors.
  • Coordination with your key advisors on project-specific items
<h2><sup>Business Owners</sup><br/>Entrepreneur Consulting</h2>

Business Owners
Entrepreneur Consulting

Our entrepreneur consulting provides business owners with techniques to enhance financial strategies now and in the future. We provide additional planning services:

  • Business Succession Planning: Family Succession, Internal Succession or Sale
    • Estate & Tax Strategies specific to Succession Planning
  • Key Person Planning
  • Retirement Plans for the Business
  • Stock Option, Grants & Restricted Stock Strategies: 10(b)51 Plans, 83(b) Elections, AMT Planning
  • Concentrated Stock Management
  • Executive Benefits Analysis & Implementation

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