WEALTH MANAGEMENT SERVICES PROVIDED
We assist our clients in assuring that their wealth enhances their own lives and, if they wish, gives them an opportunity to make lasting, positive contributions in the world. We help develop strategic philanthropic plans, choose appropriate giving vehicles and implement plans in a cost-efficient manner.
INVESTMENT MANAGEMENT: Strategy & Asset Allocation US & International Equities Taxable & Tax Exempt Fixed Income Tax-Advantaged Investing Alternative Investments Private Equity Offerings Socially Responsible Investments Institutional Style-Specific Mutual Funds Proprietary Search & Selection Process to identify Best of Breed Investment Managers   TRUST & ESTATE ADMINISTRATION: Corporate Trustee Executor/Agent for Executor Ongoing Trust and Estate Maintenance   EDUCATIONAL PROGRAMS: Customized Family Meetings Wealth Management Forums Young Adult Orientation	PERSONAL FINANCIAL PLANNING: Estate Planning Tax Planning Cash Flow/Budgeting Retirement Planning Tax Efficient Charitable Giving Financial Risk Management Business Planning Tax Efficient Business Succession and Wealth Transfer Family Limited Partnerships, Trusts, and Foundations   FAMILY OFFICE SERVICES: Bill Paying Tax Preparation Personal Accounting Insurance Administration Philanthropy & Grant Making