Comprehensive Financial, Investment, and Estate Planning
We are committed to providing financial, investment, and estate planning options sharply focused on building and preserving your family wealth. Strategic, insightful, and comprehensive, our services include:
- Advanced Retirement Asset Distribution Planning — We are passionate about helping our high-net-worth families maximize the compounding tax-advantaged power of large valuations in retirement assets. We map out how IRA assets will be distributed over what are often very long periods of time while retaining advantageous tax treatment.
- Insurance Solutions — We are dedicated to exploring and capitalizing on advanced insurance strategies in order to help secure, protect, and preserve family wealth for future generations while also leveraging the tax benefits that insurance can uniquely provide.
- Multi-Generational Planning — We use our family legacy knowledge, experience, and expertise to educate members of downline generations on defining and pursuing their own goals and aspirations. All the while, maximizing the tremendous opportunities for tax-efficient compounding by helping younger investors deploy strategies most don’t get to until much later in life.
- Management of Concentrated Stock Positions — We help clients understand and more fully appreciate the exposure associated with maintaining highly concentrated equity positions and the value of diversifying to mitigate the risk of catastrophic financial loss. We leverage specialized tools, particularly tax-free exchange funds, to help clients emotionally and financially prepare for diversifying events.
- Savvy Financial “Boot Camp” Training for younger generations — We believe and invest in teaching the basics of financial skills and healthy habits to the younger generations of our client families. This effort can lead to profound differences for the life options they’ll have in future years.
- Cash Management Tools — We help families fund their futures through thoughtful, regular, and automatically structured methods of capital capture and deployment, through which we also create superb efficiency in daily flows with outstanding ongoing support.
- Multi-Source Lending — We help families benefit from the capital markets by leveraging multi-source lending in a way that is coordinated and cost-effective.
- Family Office Services — We ensure that our clients have access to comprehensive family office services, including cash management, bill pay services, tax strategies and accounting, trust and estate planning as well as management of philanthropic giving.
- Strategic Tax Planning — We work closely with clients throughout the year to design and implement effective and efficient tax strategies. Our perspective is long-term and we continually evaluate opportunities for improvement.
- Transfers of Closely Held Family Business Interests — We provide objective financial advice, timely insights, and expert connections for business owners and entrepreneurs. Our guidance has proven invaluable in keeping an existing business on a path toward stability and growth as well as for fine-tuning in preparation for a potential transaction.
- Estate Planning for Foreign Nationals — We help coordinate inbound and outbound planning for non-U.S. citizens currently residing here and we navigate the implications of exposure to U.S. gift and estate tax laws, which can affect the taxpayer’s worldwide asset base.