FAMILY OFFICE SERVICES

boutique style approach

In addition to our financial planning and wealth management services, we offer a full suite of administrative and family office services not usually offered by traditional wealth management firms.  Our services provide solutions to manage and pay your expenses, coordination of your professional advisors while providing you comprehensive investment reports, family financial education and philanthropic strategies.   Concierge services from trip planning to dinner reservations may also be offered.

Lifestyle & Concierge Services

Administrative Services

Family

Education

Comprehensive Financial

Reporting

Philanthropy

Coordination of

Advisors

FAMILY OFFICE

SERVICES

ADMINISTRATIVE SERVICES

Our administrative services provide organization, clarity and simplification to individuals and families with complex financial lives or limited time. We provide the resources, expertise and attention necessary to manage these activities effectively and efficiently.

Document Storage & Management

Bill Payment & Expense

Management

Cash Flow Planning &

Budgeting

Creation of Financial Statements

Organization & Consolidation of Tax Documents

"The individual investor should

act consistently as an investor

and no as a speculator"

 

Ben Graham

COMPREHENSIVE FINANCIAL REPORTING

we deliver clarity, control and organization to your financial life

Our state-of-the-art technology offers one of the most comprehensive, integrated and flexible wealth reporting solutions. We provide customized reporting services that include account aggregation, cash flow and budgeting, consolidated performance reporting and online access through a private client portal.

account aggregation

cash flow & budgeting

A holistic view of all your assets and liabilities.

We aggregate account data from thousands of institutions that includes investments, banking retirement, insurance, 529s, 401(k), 403(b), annuities, real estate, hedge funds, private equity as well as mortgages, loans, bills, and other liabilities.

We provide customizable tools to track cash flow, create budgets and categorize income and expenses. Consolidate your bank and credit card records and have ad-hoc daily, weekly or monthly reports available.

consolidated performance

reporting

We provide a full suite of reports on all of your investments, even those we are not advising on. Timely and relevant information on your investments will include asset allocation, risk analysis, aggregate performance, manager performance versus appropriate benchmarks as well as tracking of individual holdings. These reports are an important an tool for gauging whether you are meeting your overall investment objectives.

Private client portal

Through our secured, web-based private client portal, you can easily access your up-to-date, comprehensive wealth information which include individual account statements, account aggregation, cash flow and budgeting and consolidated performance reports. Also, our document vault provides a secure location to organize and store your personal, financial and legal documents.

COORDINATION OF ADVISORS

Partnering with your advisors to customize solutions for your financial and life goals

Our service model takes the concept of integration to its highest level, ensuring that all the components of your

wealth plan are coordinated among all of your advisors. We recognize that the complexities of multi-generation

wealth management require the involvement of your entire professional team. We work closely with any and/or

all trusted advisors that you may employ. We can also refer specialists in any given area of expertise

Real

Estate

Investment

Managers

Insurance

Agents

Custodians

Accountants

Bankers

Attorneys

YOU

"An investment in knowledge

pays the best interest "

 

Ben Graham

FAMILY EDUCATION

Educating family members with the skills and knowledge to be financially independent is a complex task for every family

Our client’s concern also extends beyond purely financial matters to the overall impact of wealth on their families.

Engaging and educating the next generation on wealth management and family values can be a powerful way to prepare them for the challenges and opportunities life might bring.

 

We are committed to working closely with you and your family in the following areas:

 

    • Organizing family meetings

    • One-on-one sessions with younger beneficiaries

    • Developing programs tailored to your family’s specific situation

    • Creating a family mission statement

D

Do your children have the financial knowledge to manage wealth?

Do family members understand the family's wealth plan?

Is your family ready for inevitable changes?

Is a family meeting right for you?

Education Meetings

• Finance & Wealth Literacy

• Communicating Wealth

• Professional Advisors

• Financial Planning

Value Meetings

FAMILY

MEETINGS

• Engaging Younger

• Mission Statement

• Family Members

• Family History

• Philanthropy

• Goals

Family Governance Meetings

• Family Member Involvement

• Decision Making Process

• Resolving Differences

 

PHILANTHROPY

One of the great pleasures of wealth is the ability to

contribute to society

Philanthropy can be a way for you to give back to your community, get involved with causes you believe in, and draw your family together in a common purpose. We can help you have an enduring impact on your community and future generations through strategic philanthropy.

 

We can also help you identify and refine your philanthropic goals and implement an effective, long-term charitable giving strategy. Working with you, we can:

 

Articulate a mission statement

Identify organizations and initiatives that match your interests

Develop strategies to maximize tax advantages

Allocate amounts to give and assets to use

Maximize your charitable impact

Design an effective, long-term philanthropic strategy

Provide ongoing advice

CHARITABLE GIVING STRATEGIES

Direct Gift

to Charities

Donor Advised

Funds

Charitable Reminder Trusts

Charitable Lead Trusts

Private Foundations

Supporting Organizations

"The individual investor should

act consistently as an investor

and no as a speculator"

 

Ben Graham

LIFESTYLE & CONCIERGE SERVICES

Drawing upon years of experience working with outside providers, we are able to extend lifestyle and concierge services tailored specifically for you. Through our network of trusted partners, we can help you and your family:

Book reservations at exclusive restaurants

Travel planning (including private travel)

Obtain prime seating to sold out shows, concerts and sporting events

Research options for specialty gifts

Evaluate club and resort memberships

Assist with unconventional purchases such as airplanes or yachts

Coordinate health care concierge

Administrative Services

Comprehensive Reporting

Coordination of Advisors

Family Education

Philanthropy

Concierge Services

FAMILY OFFICE SERVICES