We structured our firm to be different in its approach to wealth management. We believe that wealth management is both an art and a science. When done properly, it can help solve problems and open doorways to new opportunities.
We provide a spectrum of services while developing trusted, long-term relationships with our clients. Every client has unique financial goals and circumstances. With this in mind, we offer three levels of service — wealth management, investment advisory, and family office services.
Descriptions of types of clients and illustrations of tailored solutions.
Financial Goal Setting and Projections
Cash Flow Planning
Strategic Tax Planning
Wealth Transfer Planning
Coordination of Outside Advisors
Investment Policy Design
Tactical Asset Allocation
Investment Selection and Implementation
Tax Efficient Management
Trust and Family Office
Intergenerational Wealth Transfer Strategies
Family Governance and Education
Family Meeting Facilitation
Strategic Philanthropic Planning