Multi-Family Office and Investment Services
+ Financial Analysis & Multi-Generations Estate Planning
Financial Analysis & Multi-Generations Estate Planning Estate planning is one of the most crucial elements of building generational wealth. Our goal is to help coordinate with key legal, tax and financial professionals so you can determine how your assets will be preserved, managed, and distributed.
+ Philanthropy Planning & Implementation
Your estate plan can serve as a communication tool that reflects your values and leaves a lasting legacy. Our goal is to assist you in working closely with tax and estate planning professionals to help you plan your charitable giving and identify charitable causes that align with your values and goals.
+ Income Tax Strategies
Ensuring that your estate plan considers income tax consequences can be crucial to its success. Our goal is to facilitate planning with legal and tax experts to avoid unintended income tax consequences of estate planning decisions.
+ Asset Protection & Risk Management
Protecting accumulated wealth should be a cornerstone of your financial plan. Our goal is to coordinate with key professionals to ensure proper planning is in place, and that your estate planning documents match your intentions.
+ Investment Management
One size does not fit all clients. Our goal is to customize an investment management relationship that is specific to your needs. We are not bank affiliated or product driven.
+ Family Governance & Education
We are attuned to family dynamics and the entropy of entitlement, dependence, and remittance addiction. Our goal is to help develop a process and structure to educate and facilitate communication & decision-making between family members and engage the younger generation.