Wealth Planning Services
- Net Worth & Cash Flow Modeling
- Estate & Legacy Review & Modeling
- Estate Fiduciary Strategy Planning
- Family Gifting & Asset Distribution Planning
- Family Business Entity Structure Review
- Business Transition Planning
- Life Insurance Planning
- Investment Planning
- Education Planning
- Retirement Planning
- Disability & Long-term Care Planning
- Real Property Ownership Review & Strategy
- Philanthropic & Charitable Planning
Select Family Office Services
- Investment Policy Statement Creation & Monitoring
- Asset Allocation Strategy & Monitoring
- Consolidated Real-time Reporting of All Financial Accounts
- Due Diligence, Oversight, and Coordination of Third-party Professionals
- Third-party Professional Meeting Coordination & Facilitation
- Recommendations to Third-party Professionals, as needed
- Family Meeting Coordination & Facilitation
- Family Education Curriculum Development & Implementation
- Robust Virtual File Drawer and Organization of Pertinent Planning Documents
Consulting
- Basic Planning
- Insurance Planning
- Investment Planning
- Education Planning
- Retirement Planning
- Annual & Lifetime Gifting
- Business Ownership and Succession Planning
- Estate Planning – Basic and Advanced
- Charitable and Philanthropic Planning
Education & Speaking Engagements
- Professional speaking engagements for professional organizations and service clubs
- Custom education programs for client families
