From tax planning to estate management, philanthropic advising to lifestyle management, our team of professionals will help you meet your financial goals.

Bill Pay Services

• Bill payment
• Bookkeeping
• Reporting
• Cash flow planning
• Family banking borrowing
• Risk management and insurance
• Corporate accounting
• Trust accounting
• Partnership accounting

Income Tax Planning and Compliance

• Income tax planning
• Implementation of tax strategies
• Tax return preparation
• Managing taxing authority audits

Family Administrative Services

• Coordination of in-house services and related activities
• Management of major assets: real estate, artwork, aircraft, yacht, etc.
• Administrative support
• Family meeting coordination
• Family education

Estate and Gift Planning

• Understand goals
• Review existing plans
• Develop strategies
• Quarterback implementation
• Asset protection considerations
• Trust planning
• Periodic updates

Philanthropic Consulting

• Foundation administration
• Coordinate resources for grant making
• Investment strategy and monitoring
• Tax and information return preparation