Family Office Services
Having worked with a multitude of families, we have learned that money can be as much a problem as a benefit. Families need guidance beyond the basics of which stock to buy or how to design a portfolio. The greatest threats to one’s wealth are often unforeseen challenges. Utilizing sound estate and...
Our Planning Process
What we bring to the table through our approach Organization – we will help bring order to your financial life Accountability – we will help you follow through on financial commitments Objectivity – we bring insights from the outside to help you avoid emotionally driven decisions in important money...
Impact Investing
As the problems societies face become more entrenched and complex, it’s clear that government and philanthropy can’t solve them on their own. In the U.S., philanthropy is approximately $390 billion, government spending is $3.9 trillion, and capital markets encompass $65 trillion. On a global scale...
Charitable Planning
Remember the adage "It's better to give than to receive"? With proper planning, it's possible to do both at the same time. Your financial goals may include giving to the causes that are most important to you. As you plan, these strategies can help you make the greatest impact while potentially...
Legacy Planning
What is legacy planning? Legacy planning is the process of deciding how exactly you'd like your assets bequeathed to your loved ones after you die. Essentially, it's the same as "estate planning," but you can also pass on less tangible items, such as imparting certain values to loved ones or...
1031 Exchanges
What is a 1031 Exchange? In the simplest terms, a 1031 Exchange is a real estate investment strategy that allows you to defer your capital gains taxes on an investment property if you sell it and buy another "like-kind" property. According to the Internal Revenue Service, "if you make a like-kind...
Retirement Plan Consulting
Retirement Plan Consulting As a retirement plan sponsor, it’s your job to satisfy your fiduciary obligations and fully understand the liabilities that affect your organization. You need a retirement consultant who is part financial expert, part strategist, part analyst and part communicator — a...
Tax & Wealth Integration
Most wealth management firms stop at investments. Whether people have lost out on tax savings in their estate plans or missed advantages after selling a significant property, the aftermath of poor tax planning can be costly. A well-coordinated team of advisors including those with expertise in today...
