Family Office Services
Family Office Services
We aim to serve your family's unique and important needs.
Our Family Office Services include:
- Estate planning strategies – advanced
- Investment portfolio planning
- Income/cash flow planning
- Business succession planning
- Retirement/financial independence
- Advanced tax strategies
- Executive benefits
- Insurance/risk management
- Philanthropic planning
- Collaborative interaction with your accountant and attorney
We do not:
- Draft legal documents
- Provide legal advice
- Prepare tax returns
- Take custody of assets
- Provide bill pay services