Services
Each client is unique and the extent of our services
depends on the goals, objectives, and needs of each
client:
• Investment Management
Work with clients to identify their investment philosophies and goals. Provide independent and objective investment management and consulting services including: 1) development of an investment policy statement, 2) asset allocation analysis, 3) manager research and recommendations for traditional and nontraditional investments, and 4) qualitative and quantitative investment reporting/analysis.
• Personal Accounting
Comprehensive management of personal accounting and banking activities including: bill paying (individual, partnership, and corporate), integrated cash flow forecasting and reporting, preparation of personal financial statements, management of banking relationships and credit facilities, and oversight of credit verification services.
• Tax Planning and Tax Return Administration
Work with clients to understand their tax philosophy and goals. Actively involved with clients' tax advisors on individual, partnership, and corporate tax issues in an effort to improve effectiveness and efficiency of tax planning and tax preparation. This work includes pro-actively communicating relevant information and issues with external tax advisors, tracking all tax returns, and organizing all tax documents.
• Strategic Philanthropy
Work with families to identify their charitable objectives. Advise on optimal funding strategies, set strategic gifting plans, manage and administer the grantmaking process (grant tracking, funding, and reporting), and ensure foundation compliance.
• Risk Management and Insurance Administration
Closely interact with the family's insurance professionals to conduct annual insurance review, to ensure appropriate coverage, and to validate insurance premiums. Monitor and administer all premium payments and claims reports.
• Estate Planning
Work with clients and their estate planning counsel to understand the client’s estate planning objectives. Provide tailored information to estate planning counsel to optimize their time and knowledge. Summarize, interpret, and report on the adopted estate plan including estate liquidity and disposition analysis.
• Property and Human Resource Management
Comprehensive management of client assets including homes, boats, automobiles and airplanes. Services include formation of holding entities, creation of budgets and tracking all expenses, scheduling and monitoring of all usage, and overseeing entity employees.
• Special Projects
Act as a resource for special projects including real estate purchases, construction projects, and the purchase of operating companies. This service can include performing investment due diligence, obtaining financing, and forming legal entities.
