We understand that effective wealth planning requires a thorough understanding of family objectives and ownership structures. Our planning professionals include experienced attorneys, accountants and trust specialists who help clients identify these objectives and develop and execute a comprehensive wealth plan. Our wealth management process and services include:

  • Identifying wealth transfer and philanthropic goals and objectives
  • Reviewing and analyzing family estate and succession plans including existing wills, trust agreements and ownership structures
  • Developing and implementing estate planning and transfer tax strategies designed to achieve specific goals
  • Determining proper structure and location for all assets and liabilities
  • Developing a comprehensive timeline of tasks to ensure that all investment, wealth management and administrative objectives are identified and addressed
  • Integrating investment and estate plans into one consolidated plan
  • Managing and overseeing private foundations including grant requests, spending requirements, tax compliance and legal filings
  • Reviewing personal and trust tax returns
  • Overseeing tax compliance issues (estimated tax payments, K-1/1099 management, filing of tax returns, etc.)
  • Coordinating strategies and planning with outside advisors and family managers (legal, tax and accounting, insurance, entity reporting, bill-paying, etc.)
  • Providing family education on investment, financial, generational planning and philanthropic issues
  • Coordinating and managing family meetings
  • Managing charitable and family gifts
  • Reviewing budget and income-expense analyses
  • Managing liquidity and spending goals
  • Reviewing property, casualty and life insurance coverage
  • Coordinating financing and banking services (lines-of-credit, mortgages, etc.)
  • Providing or overseeing account-level and entity-level reporting
  • Overseeing collectibles management, appraisal services, aircraft/helicopter/yacht purchase and management, personal security analysis and management, etc.