• Overview
• Services

Comprehensive Services

• Personal accounting and banking – We manage all your personal accounting and banking activities, including cash flow forecasts, bill paying, credit facilities and more.
• Tax planning and administration – Every piece of your tax situation is tracked and monitored through our proprietary Aristata technology. We work with your CPA to improve efficiency and effectiveness of tax planning and preparation.
• Strategic philanthropy – We advise you on optimal funding strategies, setting gifting plans, managing and administering grant making, and ensuring compliance.
• Risk management – We work with you and your advisors to ensure appropriate insurance coverage, validate premiums, and manage claims.
• Estate planning – We work with you and your estate planning attorney to coordinate, implement, manage, and report on trust and estate plans.
• Real asset management – We manage all activities associated with large assets (real estate, boats, airplanes…) including entity creation, human resource management, budgeting and more.
• Special projects – At your request, our team is a resource for your unique projects, such as real estate purchases, construction projects, operating company due diligence or whatever else you may need.