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Family Office Services
Our family office services span the spectrum from full financial management to helping you establish and coordinate your own office. Whatever level of support you need, we can help.
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Family office governance, education and succession planning.
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Financial planning and cash flow analysis.
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Goals-based investment management.
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Asset protection and risk management.
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Estate and charitable gift planning​
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It’s natural for family members from different generations to have their own unique needs and desires. Let us help you navigate the sometimes competing or conflicting interests while minimizing discord.
Investment Management
We provide objective investment solutions that encompass your complete financial landscape:
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Financial goals, needs and priorities
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Risk profile, time horizon and liquidity constraints
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Charitable, legal entity and tax considerations
And we believe in full transparency. You’ll always know what we’re doing at each stage of the process and why.
Financial Planning and Cash Flow Analysis
We examine every aspect of your financial life and balance sheet, helping you create the best path forward for your current circumstances and long-term goals. Our discussions cover:
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Personal business assets
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Savings and expenditures
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Investments Compensation packages
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Retirement accounts
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Debt and tax obligations
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Estate plans
A sound financial plan helps you plan for your future while enjoying your today.
Estate and Gift Planning
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Our advanced estate planning and wealth preservation solutions help you achieve your goals. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust and gift laws.
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Wealth protection
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Transfer strategies
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Asset titling & beneficiary review
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Charitable planning Gift coordination
Estate planning is one of the most priceless and enduring gifts you can give your loved ones—and yourself
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