High Net Worth Services
We specialize in understanding the complex needs and situations of High Net Worth Clients. Among the services we offer our High Net worth Clients are:
- Estate planning
- Tax advice
- Trust services
- Private banking
- Family governance
- Cash flow management
- Charitable planning
Investment Management
Custom solutions personalized for Our clients’ unique goals
- Transition planning
- Selection of Third Party Money Manager
- Risk management
- Distribution strategies
Additional personalization:
- Socially responsible investing
- Concentrated stock positions
- Covered call option strategies
Trust Management Service
By using a third-party custodian and aligning the investments to the needs and intent of the trust, our client benefit from:
- Ongoing professional investment management of trust assets
- Oversight by a professional trustee
- Reduces or eliminates the burden of responsibility from friends and family
- Fiduciary control of the distribution of their assets
Business and Non Profit Consulting
We can sit with any business or nonprofit organization and help them with their needs for cash management, endowment management, or retirement plan selection.
Retirement Plan Management
Through the help of our specialists and third party relationships, we can help businesses:
- Outsource fiduciary responsibilities
- Investment options
- Less time administering plans
- Increased participation
- Participant tools cost analysis
- Easy access
- Ongoing support
Income Planning
Much of financial literacy is about saving for retirement, but less is spent talking about distribution in retirement. We help our clients with their distribution planning and for some can have a personalized income distribution plan designed for them.
Financial Planning
With 2 CPA’s, 2 CFP’s and a MBA on our team we can help design a financial plan for you.