Our services are tailored to manage your complex financial picture and support your lifestyle.
Tax Planning, Structuring and Compliance
- 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.
Expense Management and Financial Reporting
- 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.
Risk Management and Asset Protection Planning
- 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
Philanthropy and Legacy Planning
- 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.
Estate and Wealth Transfer Planning
- 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 and Succession
- 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.
Concierge and Lifestyle Management
- 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.