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Is success overwhelming you?
We can manage your family's financial affairs so you can enjoy your wealth. Whatever it takes, we will ensure the right people are in the right place to help you.
Non-traditional Services
Your family is unique with its own specific needs and concerns. From our vast array of services, we can craft a financial plan perfect for your family's unique circumstances. A few of the services we can offer your family include:
- Money Management
- Philanthropic Planning
- Asset Protection
- Aviation Management
- Risk Assessment
- Insurance Needs Analysis
- Real Estate Development and Management
- Offshore planning
- Security
Managing your unique assets -- airplanes, yachts, domestic and foreign real estate, and vacation homes -- is second-nature to us. We can help you purchase and sell particular assets and manage all the mundane aspects of ownership. Large or small, we'll take care of the details, enabling you to enjoy the perks of your success.
Traditional Financial and Tax Services
Complete Tax Preparation
That's why we're here -- to take care of your taxes and financial planning. We'll handle tax planning to keep you in compliance with Federal and State tax laws, and free you to fully enjoy the fruits of your labors.
Tax Minimization
We can create a tax plan that ensures you pay fewer taxes, thereby retaining as much of your family's wealth as possible. No one likes to pay taxes, least of all us. We will help you develop and implement practical tax saving solutions that fit your goals and objectives.
Financial Management of Investment Accounts
Managing the seemingly limitless details that accompany wealth can be difficult and frustrating. Yet there is no need to worry about those minutia, because we can handle them for you. From simplified financial reporting of your investment accounts to monthly accounting, we manage your banking relationships -- paying bills, wiring funds, making deposits, reconciling statements and more. We review your investment results and asset allocations, manage your relationships with bankers, lawyers, and money and investment managers, all the while engaging any other resources you may need.
Estate Planning Services
We can provide advice to you and your family on managing your estate, trust, or private foundation, including consideration of:
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Grantor Annuity Trusts
- Personal Residence Trusts
- Family Partnerships
- Credit Shelter Trusts
- Marital Deduction Trusts
- Revocable Lifetime Trusts
We can design practical strategies for estate planning through:
- Appropriate Legal Ownership of Assets
- Health Care Proxies
- Power of Attorneys
- Selection of Trustees, Executors and Beneficiaries
- Review of life and other insurance needs
- Use of specialized vehicles such as family limited partnerships
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