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.
“Our focus and expertise in the family office
arena means that we can facilitate needs that range
from the simple to complex.”