Working as an objective educator, mediator and motivator to develop programs and processes that preserve family unity, values and heritage.
Facilitating proper technical tools in wealth preservation to save taxes, enhance returns and maximize family relationships.
Providing insight and process to facilitate family meetings.
Utilizing a comprehensive approach that includes specific processes and tactics to address family dynamics and create the greatest potential for succession. We seek to reverse the statistic that nearly 70% of businesses do not make it through the first generation.
Helping establish a comprehensive approach to meeting personal, family and financial objectives.
Designing a unique plan, along with your other advisors, to maximize the control of wealth and assets while enhancing family unity.
Developing overall investment objectives and an investment policy statement.
Evaluating an array of strategies related to income and capital gains taxes.
Providing asset allocation analysis and rebalancing strategies to meet the goals of the family, the business and established trust vehicles.
Analyzing the role of alternative asset options.
Incorporating our institutional research to develop custom solutions.
Advocating your position in manager assessment, selection and monitoring.