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
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
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.
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
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
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
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