Trust and Estate Planning 

  • Asset protection
  • Legacy planning
  • Beneciary management and monitoring
  • Family bank creation and oversight
  • Globalization of assets
  • Consulting on trust and entity formation
  • Leveraged asset transfers
  • Family trust overview and education for
  • children
  • Special needs trust consulting
  • Family LLC/LLP annual gifting plan

Family Business

  • Business Valuation
  • Estate equalization
  • Succession planning
  • Executive compensation planning
  • Cash management
  • Risk management
  • Corporate maintenance solutions

Advanced Insurance and Tax

  • Estate tax projections
  • Leveraged asset transfer
  • Beneficiary mapping
  • Tax efficient distribution/income planning Insurance audit 
  • Insurance consulting: umbrella, life, disability, long term care, health Arranging specialty insurance for luxury items

Credit Management and Private Investment Banking

  • Investment centered credit strategy Overview and analysis of personal credit and monitoring
  • Introduction to suite of banking professionals
  • Sourcing bank loans for capital raising and expansion
  • Consulting on leveraged buyouts and management buyouts

Family Generosity

  • Family foundation consulting and management
  • Donor advised fund management Facilitated family meetings
  • Family service and vision trips for children

Concierge Client Service

  • Family office retreats (family, health, wealth)
  • Concierge medicine partners
  • Family security assessment and recommendations
  • Household staff payroll solutions Financial education for children