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We are dedicated to providing our clients with a comprehensive and personalized approach to wealth management. We strive to serve as our clients’ trusted advisor and advocate, and we are dedicated to helping them achieve their financial goals.

Wealth Planning

Wealth Planning

Our wealth planning services employ a customized process that allows for a thorough understanding of our client's family, financial, business, and legacy planning situation. Whether a client is a first-generation wealth creator or the member of a multi-generational family business, we work to develop a personalized plan that addresses their unique financial situation and goals. From basic net worth and cash flow modeling to advanced gift, estate, and legacy strategies, we help our clients every step of the way to better understand solutions that will ensure the accomplishment of their wealth planning goals.

Wealth Concierge

Wealth Concierge

Wealth Concierge is where our unique service shines, differentiating us from other firms and ensuring clients receive the highest level of service.  Working with RLS means you have a partner who acts as your personal translator, facilitator, risk manager, advocate, liaison, and organizer all in one.  With a network of qualified professionals, we help clients connect their needs with appropriate strategies and solutions.

Want help deciphering an account statement, reviewing drafts of your estate plan documents, or need recommendations for a product or service provider?  Would you like a facilitator for your next family meeting or help coordinating an annual review with your advisory team?  Need help interviewing professional providers or reseaching care options for your aging parent?  

The list is virtually endless of the tasks -- large and small -- that we perform for our clients.     

Select Family Office Services

Select Family Office Services

Our family office services include operational management, financial oversight, and administrative services.  We keenly understand complex family, business, financial, legal, estate and governance structures, and have helped families both create and transition management of their family offices.  Through effective communication and operational transparency, we aid families in prudently growing and successfully managing their unique assets.  We offer a comprehesive suite of services including bookkeeping, bill-pay, banking administration, gift and legacy planning, governance implementation, service provider oversight, family council moderation, and financial and real property investment management oversight.  We help clients save time by managing their complex financial and legal structures.  We employ appropriate controls and governance plans, and follow strict procedures to ensure operational transparency.  Customizing our service offering to each client's unique situation, we excel in providing creative solutions, proactive service, and ongoing support. 

*Bookkeeping and Bill-pay services are contracted with third-party vendors.