services
Our Financial Intelligence Quotient
We offer a full suite of financial planning and investment services. Every recommendation we make is tailored to your individual circumstances, whether for short- and near-term lifestyle needs, or longer-term goals and even legacy-building aspirations.
Our Firm
As an independent firm, we will guide you to the achievement of your goals with integrity, competency, transparency and collaboration. We use an open architecture, non-proprietary platform, which allows us to objectively source solutions for you from a wide range of best-in-class resource partners.
Some of our services include:
COMPREHENSIVE
FINANCIAL PLANNING
- Retirement
- Education Planning
- Life Insurance
- Asset Protection
- Estate Planning
- Liability Management
INVESTMENT
MANAGEMENT
- Asset Allocation
- Tax-efficiency
- Diversification
- Manager Due Diligence
- Performance Reporting
- Securities-based Lending
TAX PLANNING AND
MINIMIZATION STRATEGIES
- Tax Loss Harvesting
- 1031 Exchange Solutions
- Appreciated Stock
CONCENTRATED
STOCK MANAGEMENT
- Stock Option Analysis
- Rule 144 Forms Section 16 Insiders
- 10b5-1 Systematic Selling Plans
- Exchange Funds
FAMILY WEALTH AND
FAMILY GOVERNANCE
- Financial Literacy Programs For Children
- Family Board Meetings
- Outsourced CIO
- Family Office Services
BUSINESS STRATEGY AND
EXIT PLANNING
- Valuation
- Exit and Succession Planning
CORPORATE
BENEFIT PLANS
- Defined Contribution
- Defined Benefit
- Non-qualified Deferred Compensation Plans
TRUST SERVICES
- Dynasty Trusts
- GRATs
- Charitable Trusts
- Deferred Sales Trusts
- Enhanced Asset Protection
- Bill Payment and Administrative Services
PHILANTHROPY AND
CHARITABLE GIVING
- Donor-advised Funds
- Qualified Charitable Distributions
- Family Giving Plans
- Direct Asset Transfer
- Family Foundations
RISK MANAGEMEMENT AND
ESTATE PLANNING
- Personal Insurance
- Business Insurance
- Estate Tax Liability
- Key Document Review
- ILITs
