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Family Office Services

We aim to serve your family's unique and important needs.

Our Family Office Services include:

  1. Estate planning strategies – advanced
  2. Investment portfolio planning
  3. Income/cash flow planning
  4. Business succession planning
  5. Retirement/financial independence
  6. Advanced tax strategies
  7. Executive benefits
  8. Insurance/risk management
  9. Philanthropic planning
  10. Collaborative interaction with your accountant and attorney

We do not:

  1. Draft legal documents
  2. Provide legal advice
  3. Prepare tax returns
  4. Take custody of assets
  5. Provide bill pay services

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