Financial Planning

Wealth Transfer Planning

• Development of Objectives
• Legal & Tax Structures
• Multi-generational Snapshot of Existing Strategies
• Financial Modeling of Alternative Strategies

Investment Strategy Implementation

• Investment Policy Development
• Investment Managers Selection
• Alternative Asset Class Oversight (real estate, private equity, oil & gas and precious metals)
• Investment Vehicle Structures
• Performance Monitoring

Integrated Financial Strategy

• Integrated Investment, Tax & Income Planning
• Cash Flow Management and/or Forecasting
• Tax Planning and Compliance
• Legal Advisor Liaison
• Fee Analysis of Professional Advisors/Services
• Financing Analysis & Negotiations

Liability Management

• Insurance Risk Assessment & Oversight
• Economic & Investment Risk
• Asset Structure Risk
• Trustee Fiduciary Risk
• Personal Security Risk Insurance Management
• Life, Property & Casualty Insurance
• Collectibles Inventory, Storage and Protection
• Appraisal Services
• Product Analysis
• Carrier Solvency Reporting
• Policy Performance Evaluation
• Product Renegotiations

Trusteeship Services

• Selection & Training of Trustees & Protectors
• Monitor Trustee Performance
• Strategic Delegation (Investment, Grantmaking, Beneficiary Education)
• Advice on Distributive Duties
• Beneficiary Education & Mentoring

Family Philanthropy & Personal Gifting

• Multi-generational Philanthropic Objectives
• Donor Advised Funds/Private Foundation
• Governance Structure
• Strategy Analysis & Implementation
• Foundation & Grant Administration

Private Business Services

• Business Valuation Review
• Business Transfer Strategy Review, Implementation & Funding
• Management Continuity Planning & Funding
• Shareholder Benefit Planning (Active & Inactive)

Performance Measurement & Analysis

• Historical Performance & Risk Analysis
• Quarterly Performance, Style, Risk & Cost Analysis
• On-line Access to Portfolio Valuation
• Allocation to Funds, Managers & Asset Classes
• Special Asset Class Research
• Customized Benchmarking

Client Recordkeeping & Reporting

• Customized Report of Family Net Worth
• Annual Status Reports Compared to Plan
• Bookkeeping & Accounting Records
• Financial Statements

Family Continuity & Client Education

• Representation on Governing Board
• Committee Participation
• Annual Client Assessment of Services
• Family Meetings/Newsletters
• Family Defined Education

Personal/Concierge Services

• Secretarial Support
• Personal Bill Paying
• Family Communications Center
• Travel Coordination
• Personal Calendar Scheduling
• Household Management
• Computer Network Management