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 traditional and impact investing goals 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 investing in both traditional and impact strategies, 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, luxury transportation purchases and management, personal security analysis and management, etc.