Focus

We focus on providing wealth and investment management services to affluent families and their businesses. Our extensive background in the areas of wealth transfer, wealth enhancement, and wealth protection, as well as charitable planning, tax strategies, premium financing and financial planning, enhances our ability to handle complex wealth management situations and provide innovative investment solutions.

We are a financial services firm specializing in the design, implementation, and administration of:

ASSET MANAGEMENT

  • Investment Policy Statement Design and Implementation
  • Quarterly Performance Reporting and Review
  • Trade Placement
  • Portfolio Monitoring
  • Access to Institutional Funds
  • Portfolio Rebalancing

ESTATE PRESERVATION & WEALTH TRANSFER PLANNING

  • Tax Reduction Planning (AB Trusts, Credit Sheltered Trusts, FLPs)
  • Generation Skipping and Strategic Gifting
  • Premium Financing
  • Business Succession Planning
  • Asset Protection
  • Life Insurance Planning
  • Risk Management
  • Wealth Transfer

CHARITABLE PLANNING

  • Charitable Giving Techniques (Advanced Trusts and Tax Planning)
  • Family Foundations
  • Donor Advisor Funds
  • Philanthropic Strategies
  • Specialized Gifting Strategies

FAMILY OFFICE & TRUST SERVICES

  • Independent Trust Company and Administration Services
  • Independent Fiduciary Services
  • Trustee Management and Benchmarking
  • Debt & Finance Structure
  • Tax Planning
  • Balance Sheet Analysis
  • Family Governance
  • Banking and Lending Consulting