Comprehensive and personalized to meet your family's needs.
Comprehensive, fully-integrated performance monitoring of public and private investments across all your accounts.
Holistic reporting with your assets to provide solid oversight and drive all strategic investment decisions.
Direct management of a low-cost, diversified, and tax-effecient core portfolio.
Oversight of your family's entire balance sheet.
Balanced asset allocation plan and investment policy designed specifically for your family.
Business Owner Transition Planning
Planning for your next act.
Exit planning services with defined objectives and thorough analysis to help craft a comprehensive exit plan.
Evaluation and strategy for critical transition issues.
Multi-disciplinary approach works with financial, accounting, legal, and insurance advisors to address all aspects of the transition.
Implementation of value-enhancing strategies to drive long-term value.
Custom service that meets your family's needs, from general planning assistance to more in-depth advisory.
Family Meetings & Preparation of Rising Generation
Preparing the next generation for effective wealth planning.
Planning of family meetings focused on financial education and values.
Assist your children and heirs with developing their own financial plans.
Education of children and heirs on how your estate and trust plan will affect them.
Guidance and advice on complex family dynamics for a smooth transition plan.
Executive Compensation
Looking out for top executives with expert advice & strategy.
Multi-year exercise strategy for executive stock options.
Restricted stock services and 10b5-1 trading plans.
Evaluation of the impact of income tax, cash flow, and diversification.
Detailed retirement planning services.
In-depth planning for business succession and sale encompassing shareholder agreements, valuation, equity, M&A advisory, and more.
Trust, Legacy Planning, & Fiduciary Services
Ensuring your legacy, your way.
Expert guidance to protect, grow and transfer wealth in ways that reflect your values and vision.
Partnering with your estate planning attorney to develop customized estate planning that safeguards assets, mitigates tax, and ensures long-term financial support.
Trust and estate services that carry out your wishes while providing for loved ones and charities.
Philanthropy
Helping you give back in the smartest way possible.
Expert guidance and development of mission-driven philanthropy.
Collaboration with your family's tax and legal advisors to structure giving that maximizes impact.
Maximization of tax efficiency through family foundations, donor-advised funds, charitable lead annuity trusts, and more.
Identification of highly appreciated securities ideally suited for charitable donation.
Tax Planning
Keeping your family ahead of the game with a forward-thinking tax strategy.
Partnership with your tax accountant to reduce tax impacts across your family's balance sheet.
Expert guidance for asset and entity structuring, active tax loss selling, debt matching or tracing, and other tax-reduction strategies.
Customized estate tax analysis to keep up with changing tax laws and policy regulations.
Cybersecurity
Helping to keep your family's data and digital assets secure.
Industry-standard and leading-edge technologies provide layered defenses against cyber risks while safeguarding critical systems.
The strongest TSL (Transport Layer Security) encryption commercially available for use on the web today.
Secure login authentication techniques.
Timed log-off after a period of inactivity reduces risk exposure.
Fraud prevention systems employ strong authentication, as well as anomaly detection of suspicious activity.
Risk Management
Mitigating risk through efficient, comprehensive planning.
Balanced asset allocation and investment policies to manage your family's investment risk.
Communication with your insurance agent and third-party experts to assess insurance coverage.
Evaluation of life, property, casualty, and umbrella policies to ensure your family's assets are fully protected.
