SERVICES

We value the objectivity and personability of being an independent firm where the best interests of our clients are always at heart. This approach has served our firm well over many years. Here is a list of the services we offer.

PORTFOLIO MANAGEMENT

We work with our clients to create and manage a portfolio that is in line with their goals and risk tolerance within the context of the overall family balance sheet. Depending on your level of risk tolerance, we will help you make the right decisions at the right time for your investment portfolio.

FAMILY ENTERPRISE STRATEGY

Help you create long term “family enterprising” that promotes trans generational wealth. We teach you how to blend family, business, and ownership strategies.

ESTATE AND TAX PLANNING

An important part of inter-generational wealth transfer is Estate and tax planning. We have the expertise to create an estate strategy that fits your goals while being tax efficient both now and in the future. We also provide tools to help facilitate family conversations about wealth transitions.

CONTINUITY PLANNING

We go beyond the technical legal, tax, and estate planning issues traditionally associated with succession planning. We also explore the “human” side of the succession process that must be considered in transitioning the family, the business, and the ownership successfully.

PHILANTHROPY 

Many times, charitable giving is a manifestation of your family’s values. We help our clients maximize their impact through giving effectively and tax efficiently.

RISK MANAGEMENT

We help you stay proactive, speculating and preparing you against any potential risks to your finances.

BUSINESS FAMILY DYNAMICS

Family Enterprise has its unique challenges especially during a leadership transition. We understand Family Enterprise as an interactive system between the family, business, and ownership systems and will help you navigate through your challenges.

INVESTMENT PLANNING

We monitor the markets and guide you, so you can achieve the long-term goals we determine together in your financial plan.