Broker Check

Areas of Focus

Our family office services/areas of focus include:

Investment Planning & Portfolio Management
Retirement / Financial Independence Planning
Executive Benefits Planning
Estate & Asset Protection Planning
Insurance Strategies
Philanthropic Planning
Business Succession Planning
Business Exit Planning*
Matrimonial Planning
Ongoing planning coordination, implantation & management
Collaborative interaction with accounting and legal advisors

 

We do not:

Prepare tax returns
Provide legal advice
Draft legal documents
Take custody of assets
Provide bill pay services

*Access provided to 3rd party unaffiliated resources to assist businesses owners with exit planning

Have a Question?

Thank you!
Oops!