• Income, trust, gift and estate structuring, planning, and compliance
• Multi-year strategic tax planning and projections
• Management and representation for tax examinations

We structure and manage your family’s comprehensive tax profile which includes individuals, trusts, pass-through, charitable and wealth-transfer entities. We integrate our continuous, year-round planning into the preparation of your tax returns, estimated tax and year-end projections.

• Daily processing of wire/ACH/checks with online presentment and secure approval process
• Preparation of cash flow reports and statement of net worth, customized to your family’s needs
• Integration of family operations, banking, domestic payroll, and investments

We manage and process your family and entity accounting and cash management needs with comprehensive bill pay services and customized financial reporting.

• Asset protection structuring and entity selection
• Full spectrum of complex personal casualty insurance and risk management solutions  including, home, auto, liability, employee benefits, yachts, and aircraft.
• Ongoing administration and claims management

Our experienced risk management professionals ensure assets are protected through an individual risk management program.

We work closely with third party insurance providers to offer clients practical solutions for their insurance needs

• Charitable entity structuring and planning
• Grant recommendations and administration
• Foundation governance and board support

We are devoted to assist clients develop and maintain a philanthropic plan that aligns goals, wishes and values with their family legacy.

We analyze current and past charitable gifts and provide overall guidance and administration to your philanthropic selection process.

• Strategic review of your goals
• Wealth accumulation, preservation and distribution strategies
• Multi-generational focus

Our deep experience in estate and wealth transfer undertake a holistic approach to identify and solve complex financial and family issues when considering a  wealth shift.

• Family governance planning
• Family education and meetings
• Succession and legacy strategies

The successful transition of wealth requires intentional formation of structures, agreements and a decision-making framework to oversee the ongoing management of the family enterprise.

• Fully integrate with your investment advisors
• Oversight of tax implications
• Coordinate subscriptions, capital calls and distributions

We work closely with your investment advisors to unite as one team. 

We take a holistic view of your family’s balance sheet and are mindful of your taxable position.  We work with the investment team to minimize the tax impact of rebalancing portfolios and liquidity needs.

• Major transactions involving real estate, aircraft, vehicles and other assets
• Private security and travel
• Background checks and concierge services

We facilitate, manage and coordinate important services that enable you to enjoy your time without having to be burdened with time-consuming details.