Coordinated Family Services
Next Gen Education
Educating the next generation on the responsibilities that are associated with inheriting wealth and providing practical strategies for “keeping them hungry”
Estate Plan
Working with families and their estate attorney to monitor & update all aspects of their estate and trust planning.
Tax
Collaborating with the family’s tax advisor to adequately address all income and tax liabilities.
Insurance
Providing an objective risk assessment of the family’s insurance coverage
College Savings
Helping families prepare and save for education
Banking
Coordinating banking and lending opportunities for families when and if the needs arise
Legal
Coordinating legal services for a multitude of personal and business reasons
Philanthropy
Providing structure and perspective as to how “giving back” can be done within the context of the overall wealth plan
Asset/Liability Management
Asset Allocation
Using a quantitative approach to portfolio design, considering such specific client factors as investment objectives, liquidity, cash flow needs, tax status, philanthropic goals, and human capital
Developing an investment policy and guidelines for the various entities within an estate plan
Leveraging our ability to research, select and monitor active managers in less efficient asset classes, including alternative investments
Retirement Planning
Analyzing the timing and allocation of funds to smooth the transition from employment to retirement
Risk Management
Managing the dynamic risk between family assets and future liabilities using a long-term optimization model
Income Generation
Providing income solutions to families no longer maximizing their human capital
Tax Management
Utilizing qualified accounts and loss harvesting throughout the year can provide significant after-tax benefits
Asset Location
Strategy used to locate certain holdings that are deemed less tax efficient
Portfolio Rebalancing
Adhering to the investment policy and guidelines for a consistent and diligent approach to maintaining the appropriate long run strategy