Expertise
It’s not just what we do. It’s how we do what we do.
Asset allocation + Investment strategy • Investment Policy Statement • ESG/SRI socially responsible investing • Concentrated holdings • Stock options • Performance reporting • Stress testing • Risk tolerance review • Tax efficiency • Banking
Asset Management
Wealth Planning
Plan design • Fiduciary support • Fee benchmarking • Investment analysis • Fund selection • Employee engagement
Family Office Services
Goal-Based Planning • Tax Optimization• Liquidity & Exit Planning • Private Investment Access • Trusts & Estate • Philanthropy • CFO Services • Family Governance • Next Gen Education • Lifestyle Resources • Concierge Services
COMING SOON
Trust Services
Coordination with attorney + CPA • Beneficiary review • Asset titling • Business ownership • Wealth transfer • Philanthropic giving
Estate & Wealth Transfer
Corporate trustee • Estate settlement • Oil, gas & mineral rights management • Real estate & agricultural services • Philanthropic planning • Tax management • Trust distribution & reporting
Endowment, Foundation, & TEO
Investment Policy Statement design and review • Spending policy design • Compliance with UPMIFA • Portfolio design • Partnering with Development Committee
Tax Planning & Optimization
Income tax planning • Tax return preparation • Tax review
Retirement Plan Services
Plan design • Fiduciary support • Fee benchmarking • Investment analysis • Fund selection • Employee engagement
Divorce Financial Services
Preparation of the preliminary disclosures • Scenario planning • Cash flow analysis • Analysis of settlement proposals • Implementation of your new plan • Execution of rollovers • New accounts established and funded • Investment strategy implementation
Risk Management
Life insurance • Disability insurance • Long term care • Incapacity planning • Survivor planning • Health insurance + Medicare guidance • Annuity review