You Deserve Holistic Financial Planning
We’ll work closely with your attorney, accountant and other professional advisors to ensure the planning and implementing of your financial plan is a seamless process.
Our Solutions Include
Encompassing every aspect of your financial life today, tomorrow, through retirement and beyond. We’ll develop, initiate and continuously monitor a holistic financial plan based on your unique needs. We’ll coordinate with your other trusted professionals to ensure cohesiveness across each aspect of the plan, and we’ll address new or evolving concerns as they come.
For many, leaving a legacy behind for children, grandchildren and charitable organizations is the greatest gift sound wealth management can bring them. Working in tandem with your trust and estate attorney, we’ll make sure your estate plan is reflective of your assets today and consistent with your investment plan.
If you and your spouse are focused on giving generously to organizations and charities close to heart, we’ll help define and clarify your philanthropic goals while structuring and implementing a plan. We’ll work together closely with your accountant and estate attorney to ensure we’re making the most of any tax minimization opportunities and consider the future of your giving. We also provide assistance with board governance policies and offer valuable insights into private foundation management
Taxes are often one of the largest expenses for those who have accumulated significant wealth, but they’re also one we can work together to minimize. We’ll recommend tax-efficient investment strategies and work with your trusted tax professionals year-round to develop proactive tax strategies.
It’s important to protect the ones you love and the assets you’ve worked hard to accumulate. We’ll conduct a life insurance analysis as well as a review of your property/casualty insurance to help make sure your current policies are well-suited for your needs. If needed, we can also offer assistance with the inventory, appraisals and protection of your valuable collectibles.
If you’re currently paying down a mortgage or other large loan, we can review your lines of credit and offer our assistance and advice in restructuring or renegotiating more favorable terms if needed.
When you are part of a successful family, the intricate details of wealth and lifestyle management can be overwhelming. Our team provides a wide variety of services to clients, including lifestyle management, income tax planning and preparation, accounting, estate tax planning, and multi-family real estate management.
* Family Office Services are not included in our standard fee.
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