Services

Individually, the items listed below could be done mutually exclusive of each other but harmonizing them creates efficiencies and helps a family keep more of what they built in the manner they prefer.

We build a comprehensive plan by understanding your family’s current financial situation, including your goals, the nature of the assets, how they are currently titled, income, expenses, debt, future cash flows, and most importantly, your expectations and concerns for the future.

Tax minimization strategies are essential to help our client families keep more of what they earn. We use tax efficient portfolio management techniques that seek to minimize taxes for both the assets we manage, as well as the family’s broader holdings. Additionally, we stress-test various strategies for planned asset sales, wealth transfer, or even education planning, to help client families maximize opportunities.

We collaborate with your legal counsel to help navigate the complexities of wills, trusts, and other documents such as prenuptial agreements. We also build a roadmap of how your plan works – a picture is worth a thousand words. Further, we have established relationships with third party corporate trustees and executors that give our client families peace of mind on fiduciary administration for future generations.

Asset allocation is the mix of assets in a family’s portfolio – stocks, bonds, real estate, private business and so on. How we build your asset allocation is unique to you, and we approach this differently than most other investment firms. There are no set models in which you are placed. We build your portfolio based on your needs and goals.

Many of our families support charitable organizations with their time and money. We build supportive plans that are structured to maximize giving.

Many of our families know their personal wealth mission, but rarely have they written it down for future generations. We help craft family wealth mission statements that codify the beliefs and share the vision. We can also educate the next generation on as little, or as much, of the family’s plan – always directed by the wishes of our client family.

Successful families have various banking, credit and lending, liquidity, and money movement needs. Our team facilitates these needs through well-established relationships with private banking institutions while maintaining oversight and reporting capabilities.

Effective risk management requires a holistic approach, ensuring that titling, insurance, and overall risk strategies are seamlessly integrated. Proper titling minimizes ownership disputes and legal risks, while adequate insurance coverage safeguards assets from unforeseen events. Coordinating these elements ensures that potential exposures are identified and mitigated, enhancing financial security and operational resilience. By aligning titling accuracy, insurance adequacy, and a proactive risk management plan, organizations can protect their interests and minimize vulnerabilities across all business functions.