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White Wall with Stairs
Red Mountain
Pink Building

SERVICE

Investment Strategy and Implementation 

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  • Investment policy development 

  • Asset allocation plan development

  • Investment managers selection

  • Investment vehicle structures 

  • In-house portfolio management

  • Custodial oversight

  • Core asset class oversight

  • Alternative asset class oversight 

  • Special asset class research

  • Allocation and rebalancing oversight

Wealth Transfer Planning 

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  • Development of objectives 

  • Multi-generational snapshot of existing strategies

  • Legal and tax strategies under consideration

  • Financial modeling of alternative strategies

  • Explanation of plans to owners

  • Action plan to implement changes 

Lifestyle Enhancements

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  • Personal bill paying

  • Domestic help and payroll

  • Tax compliance

  • Property management

  • Cash flow management and forecasting

  • Private travel management

  • Aircraft / watercraft management

  • Concierge services

SERVICE

Integrated Financial Strategies

 

  • Balance sheet analysis

  • Integrated tax and income plan design

  • Retirement planning

  • Analysis of professional advisors and fees

  • Tax and income plan implementation

  • Bank financing analysis and negotiations

  • Coordination of team of advisors 

Trusteeship Services

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  • Trustee fiduciary services 

  • Agent for trustee compliance

  • Investment and beneficiary education

  • Advice on distributive duties

  • Cost analysis and negotiation of trustee fees

  • Selection and training of trustees and protectors

  • Beneficiary education and mentoring

  • Estate administration 
     

Family Continuity/Client Education

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  • Family governance

  • Family education plan

  • Family meeting coordination

  • Family news communication plan

  • Leadership training

  • Career planning

  • Coaching and mentoring

SERVICE

Client Information Management

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  • Annual consolidated net worth statements

  • Cash flow analysis

  • Quarterly investment performance reports

  • Quarterly investment partnership accounting

  • Monthly entity accounting and reporting

  • Annual status reports compared to plan

  • Online access to custom reports

  • Recordkeeping for personal property 

Liability Management 

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  • Trustee liability audit

  • Property and casualty insurance assessment 

  • Life insurance analysis

  • Specialty practice lines of insurance

  • Personal security

  • Collectibles inventory, appraisal, and protection 

  • Carrier solvency reporting 

Family Philanthropy

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  • Multi-generational objectives

  • Personal giving programs

  • Foundation trustee training

  • Private foundation management

  • Governance and board development

  • Strategy analysis and implementation

  • Foundation and grant administration

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