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Client Services
Our Shared Family Officesm
reaches further than traditional financial services to provide comprehensive
administration of all aspects of a family’s wealth. Services provided include:
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Investment management
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Estate and income tax planning
and consultation
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Personal business management
and bill payment
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Asset allocation modeling and
investment performance analysis
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Review and preparation of income
tax returns
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Coordinating federal, state,
and local tax payments
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Preparation of budgets, income
statements, balance sheets, and related audit trail accounting services
on a regular basis
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Coordination and strategic planning
for charitable activities, including administration of charitable foundations
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Oversight of other assets, including
real estate, insurance, equity portfolios and investment partnerships
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Providing representation as
trustee or executor
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Providing representation as
officers of charitable foundations and closely held businesses
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Supervision of brokerage transactions
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Management of debt and other
banking activities
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Provision of all other reasonable
personal financial management services as requested
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