Wealth Management
Wealth Management
Comprehensive Wealth Planning Services
We understand that effective wealth planning requires a thorough understanding of family objectives and ownership structures. Our planning professionals include experienced former practicing attorneys and trust specialists who help clients identify these objectives and develop and execute a comprehensive wealth plan. Our wealth management process and services include:
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Identifying wealth transfer and philanthropic goals and objectives
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Reviewing and analyzing family estate and succession plans including existing wills, trust agreements and ownership structures
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Developing and implementing estate planning and transfer tax strategies designed to achieve specific goals
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Determining proper structure and location for all assets and liabilities
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Developing a comprehensive timeline of tasks to ensure that all investment, wealth management and administrative objectives are identified and addressed
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Integrating investment and estate plans into one consolidated plan
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Reviewing personal and trust tax returns
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Overseeing tax compliance issues (estimated tax payments, K-1/1099 management, filing of tax returns, etc.)
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Providing family education on investment, financial, generational planning and philanthropic issues
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Coordinating and managing family meetings
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Reviewing budget and income-expense analyses
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Managing liquidity and spending goals
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Reviewing property, casualty and life insurance coverage
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Coordinating financing and banking services (lines-of-credit, mortgages, etc.)
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Providing or overseeing account-level and entity-level reporting
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Overseeing collectibles management, appraisal services, aircraft/helicopter/yacht purchase and management, personal security analysis and management, etc.