Our Services

Every dimension. Working as one.

We coordinate the decisions that shape your wealth—from investments and tax strategy to business transitions, family legacy and the details of everyday life.

01Preserve wealth

02Grow wealth

03Transfer wealth

04Simplify complexity

Wealth Strategy

A living plan connecting your balance sheet, cash flow, lifestyle and long-term decisions across generations.

Planning & ModelingLiquidity & Life DecisionsFamily & Advisor Coordination

Planning & Modeling

Comprehensive financial planning
Personal balance sheet and net worth planning
Scenario and decision modeling
Asset structuring

Liquidity & Life Decisions

Cash flow and liquidity planning
Lifestyle planning
Retirement and financial independence planning
Major purchase planning
Education funding
Health care and long-term care planning

Family & Advisor Coordination

Multi-generational financial planning
Family financial roadmapping
Coordination of outside advisors

Investment Management

Customized public- and private-market portfolios designed around your objectives, tax profile, risk and liquidity needs.

Portfolio ArchitecturePublic MarketsPrivate & Alternative InvestmentsComplex & Concentrated Wealth

Portfolio Architecture

Investment policy statement development
Strategic asset allocation
Tactical asset allocation
Portfolio construction
Portfolio monitoring and rebalancing
Risk management
Tax-aware portfolio management
Tax-loss harvesting
Asset location
Customized separately managed accounts
Institutional manager selection
Investment manager due diligence
Consolidated household portfolio management

Public Markets

Global equities
Fixed income
Municipal bonds
ETFs
Separately managed accounts
Direct indexing
Factor-based strategies
Structured investments

Private & Alternative Investments

Private equity
Private credit
Venture capital
Private real estate
Infrastructure
Hedge funds
Direct investments
Co-investments
Secondary investments
Qualified Opportunity Zones
Specialty and opportunistic investments

Complex & Concentrated Wealth

Concentrated stock management
Tax-efficient diversification
Pre-IPO stock planning
Restricted stock strategies
Hedging strategies
Liquidity strategies
Outsourced CIO services
Family investment entity and family fund management

Tax Strategy

Forward-looking tax planning integrated with investment, estate, charitable and business decisions.

Personal & Investment TaxEstate, Trust & Charitable TaxBusiness & Liquidity EventsReturns & Coordination

Personal & Investment Tax

Comprehensive tax planning
Multi-year tax projections
Income tax planning
Capital gains planning
Investment tax management
Tax-loss harvesting strategy
Asset location strategy
Roth conversion analysis
State and multi-state tax planning
Residency and domicile planning

Estate, Trust & Charitable Tax

Charitable tax planning
Entity tax planning
Trust tax planning
Estate and gift tax planning

Business & Liquidity Events

Business owner tax planning
Equity compensation tax planning
Pre-sale tax planning
Liquidity event tax planning

Returns & Coordination

Cross-border tax coordination
Tax return preparation coordination
Personal return preparation coordination
Trust and estate return coordination
Business return coordination

Estate & Legacy

Thoughtful strategies to protect, transfer and give purpose to wealth across generations.

Estate StrategyTrust StrategyLegacy & Succession

Estate Strategy

Estate plan analysis
Estate document review in coordination with counsel
Estate tax exposure analysis
Wealth transfer planning
Lifetime gifting strategies
Annual exclusion gifting
Intergenerational wealth transfers
Beneficiary planning
Asset protection coordination
Estate liquidity planning

Trust Strategy

Trust strategy
Irrevocable trust planning
Revocable trust planning
Dynasty trust strategies
Grantor trust strategies
Charitable trust strategies
Life insurance trust planning
Trust funding coordination
Trustee selection
Corporate trustee coordination
Trust administration coordination

Legacy & Succession

Family legacy strategy
Generational wealth planning
Family values and legacy statements
Inheritance planning
Heir preparation
Next-generation stewardship
Business and family succession

Business & Liquidity

Coordinated planning for founders and owners before, through and after a business transition.

Business PlanningLiquidity Events

Business Planning

Business and personal wealth integration
Business succession planning
Buy-sell agreement planning
Business continuity planning
Key-person risk planning
Business cash management
Executive compensation planning
Employee benefit planning
Business entity planning

Liquidity Events

Pre-transaction planning
Business sale planning
M&A coordination
Investment banker coordination
Transaction advisor coordination
IPO planning
Pre-IPO planning
Post-liquidity investment strategy
QSBS planning
Concentrated equity planning
Stock option planning
RSU planning
Deferred compensation planning

Family Office

The reporting, administration, banking and advisor coordination that make complex wealth easier to oversee.

Private Banking & CreditAccounting & AdministrationConsolidated ReportingCentralized Advisor Oversight

Private Banking & Credit

Private banking coordination
Cash management
Liquidity management
Custom credit strategy and lending coordination
Securities-backed lines of credit
Margin lending
Residential lending
Jumbo mortgages
Commercial real estate lending
Business lending
Bridge financing
Aircraft financing
Yacht financing
Capital call lines
Liquidity event financing
Credit facility analysis

Accounting & Administration

Personal bookkeeping
Bill payment
Cash flow administration
Household accounting
Entity accounting coordination
Trust accounting coordination
Financial statement preparation
Expense tracking
Tax document organization
Document management
Recordkeeping

Consolidated Reporting

Consolidated investment reporting
Total net worth reporting
Held-away asset reporting
Private investment reporting
Real estate reporting
Entity-level reporting
Trust reporting
Cash flow reporting
Performance reporting
Family balance sheet reporting
Secure family portal

Centralized Advisor Oversight

Coordination with CPAs
Coordination with estate attorneys
Coordination with insurance professionals
Coordination with investment bankers
Coordination with lenders
Coordination with property managers
Coordination with trustees
Centralized advisor oversight

Family & Philanthropy

Governance, education and charitable strategy that help families act with shared purpose.

Philanthropic StrategyFamily GovernanceEducation & Stewardship

Philanthropic Strategy

Philanthropic strategy
Charitable giving planning
Charitable tax strategy
Donor-advised funds
Private foundations
Charitable trusts
Gifts of appreciated securities
Qualified charitable distributions
Family giving programs
Foundation formation
Foundation governance
Grant-making strategy
Impact investing
Philanthropic legacy planning
Next-generation philanthropy
Measurement of charitable impact

Family Governance

Family governance
Family mission and vision development
Family meetings
Family councils
Family constitution development
Family decision-making frameworks
Family communication
Conflict resolution coordination
Multi-generational planning

Education & Stewardship

Next-generation financial education
Investment education
Financial literacy
Heir preparation
Stewardship training
Family leadership development
Succession of family leadership
Family philanthropy education
Preparing children for inherited wealth

Lifestyle & Risk

Practical oversight and protection for the assets, experiences and privacy surrounding your family.

Risk Management & Asset ProtectionLifestyle & ConciergePrivacy, Security & Family Risk

Risk Management & Asset Protection

Comprehensive risk assessment
Asset protection planning coordination
Liability exposure analysis
Life insurance planning
Estate liquidity insurance
Disability insurance
Long-term care planning
Property and casualty review
Excess liability and umbrella coverage
High-value home insurance coordination
Specialty insurance coordination
Private aviation insurance coordination
Yacht and marine insurance coordination
Fine art and collectibles coverage
Business insurance review
Insurance policy audits
Insurance optimization
Entity and trust liability review

Lifestyle & Concierge

Personal financial concierge
Household administration
Household staffing
Payroll coordination
Vendor management
Travel coordination
Healthcare advocacy
Executive health coordination
Real estate management
Second-home administration
Luxury asset management
Art and collectibles advisory
Fine art valuation coordination
Private aviation consulting
Aircraft acquisition coordination
Yacht acquisition coordination
Vehicle and collection management
Insurance coordination
Family security coordination

Privacy, Security & Family Risk

Cybersecurity assessment
Digital privacy
Identity theft protection
Personal information security
Family cybersecurity education
Fraud prevention
Account security
Wire-fraud procedures
Household cybersecurity
Digital estate planning
Personal security coordination
Privacy risk assessments

Complexity, coordinated

Your financial world. One conversation.

A clearer financial life starts by seeing the whole picture.

Start a conversation

Capabilities and delivery models vary by engagement. Certain legal, tax, banking, insurance, security and administrative services may be coordinated with independent specialists.