Suite of Services

• Reconcile and maintain detailed accounting records for personal and business entities

• Provide a comprehensive and customized financial reporting package

• Process bill pay requests which include accounts payable, accounts receivable and manage third party relationships

• Manage a wide array of special projects, including real estate, aviation and process and procedure review

• Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate

• Interact with your insurance broker, oversee periodic reviews and provide support on claims management

• Create an inventory of valuable assets, including fine art and jewelry, with appraised values and coverage

• Create viable multi-generational wealth transfer plans

• Pursue continuity of lifestyle and wealth goals for heirs

• Identify and communicate opportunities for tax-efficient distributions from flow through entities

• Provide individualized education to family members on wealth strategies and policies

• Develop and implement your giving strategies

• Construct appropriate gift structuring to accomplish goals

• Create and implement requisite governance frameworks

• Manage regulatory and tax compliance obligations

• Formalize and maintain an investment policy statement with you to guide all of your investment decisions

• Monitor activities to ensure proper compliance and the intent of wealth transfer structures is achieved

• Process distributions of income and principal in accordance with the governing documents and approved strategies

• Provide administrative support