High Net Worth Investing

Families with Complex Needs

Many families have considerations and require coordination that go beyond the scope of services and areas of focus for the average financial professional.

How we can help

We help wealthy families coordinate all aspects of their busy financial lives so that they can focus on the things that are most important to them.

They can take comfort knowing that we have the time, access, and expertise to address every aspect of managing their wealth - now and for future generations.

In addition to sophisticated investment management, our family office services include coordinated estate and wealth planning, tax planning and compliance, insurance advisory, family governance, consolidated reporting, and bill-paying solutions.

Virtual Office Tour

Account Aggregation

Secure online portal to enable clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

Business Succession Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.

Corporate Benefits Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions.

Education, Estate, &Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.

Exit Planning

We create strategies that are tailored to your needs and goals.

Family Governance Planning

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.

Family Philanthropic Planning

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.

<strong><span>Insurance </span></strong><strong><span>Planning</span></strong>

Insurance Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

Portfolio Construction &Management

Development and ongoing oversight of an investment strategy designed to provide client’s goals and objectives.

Retirement Planning

Financial advice and investment strategies designed to help clients accomplish their post-career income and lifestyle objectives.

Tax Consulting

Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.