Integrated Financial Strategies

• Balance sheet analysis

• Integrated tax and income plan design

• Retirement planning

• Analysis of professional advisors and fees

• Tax and income plan implementation

• Bank financing analysis and negotiations

• Coordination of team of advisors 
   

Client Information Management

• Annual consolidated net worth statements

• Cash flow analysis

• Quarterly investment performance reports

• Quarterly investment partnership accounting

• Monthly entity accounting and reporting

• Annual status reports compared to plan

• Online access to custom reports

• Recordkeeping for personal property 
   

Wealth Transfer Planning 

• Development of objectives 

• Multi-generational snapshot of existing strategies

• Legal and tax strategies under consideration

• Financial modeling of alternative strategies

• Explanation of plans to owners

• Action plan to implement changes 
   

Trusteeship Services

• Trustee fiduciary services 

• Agent for trustee compliance

• Investment and beneficiary education

• Advice on distributive duties

• Cost analysis and negotiation of trustee fees

• Selection and training of trustees and protectors

• Beneficiary education and mentoring

• Estate administration 
   

Liability Management 

• Trustee liability audit

• Property and casualty insurance assessment 

• Life insurance analysis

• Specialty practice lines of insurance

• Personal security

• Collectibles inventory, appraisal, and protection 

• Carrier solvency reporting 
   

Lifestyle Enhancements

• Personal bill paying

• Domestic help and payroll

• Tax compliance

• Property management

• Cash flow management and forecasting

• Private travel management

• Aircraft / watercraft management

• Concierge services
   

Family Continuity/Client Education

• Family governance

• Family education plan

• Family meeting coordination

• Family news communication plan

• Leadership training

• Career planning

• Coaching and mentoring
   

Family Philanthropy

• Multi-generational objectives

• Personal giving programs

• Foundation trustee training

• Private foundation management

• Governance and board development

• Strategy analysis and implementation

• Foundation and grant administration