The range of services we provide includes:
Integrated Financial Strategies
- Coordination of team of advisors
- Tax plan implementation
- Identify and evaluate tax saving opportunities
- Balance sheet analysis
Liability Management
- Property and casualty insurance assessment
- Life insurance analysis
- Specialty practice lines of insurance
- Art and collectibles oversight
Reporting & Document Management
- Provide customized, consolidated reporting
- Evaluate and update cash flow
- Entity activity tracking and reporting
- Implement and maintain complete document management repository
- Recordkeeping for all documents and key information
Investment Oversight
- Investment policy development
- Asset allocation review
- Alternative asset class oversight
- Independent performance review of investment accounts
Lifestyle Enhancements
- Bill payment
- Domestic staff insurance and payroll
- Cash flow management and forecasting
- Facilitate communication and education to next generations
- Vendor management and coordination
Wealth Transfer Planning
- Development of objectives
- Coordination of plan implementation
- Ongoing administration of estate strategies
- Communication of plan to fiduciaries
- Analysis of existing plans with enhancement recommendations
Real Estate
- NYS licensed brokerage firm
- Bank financing analysis and negotiations
- Cost basis tracking and recordkeeping
- Coordination and analysis of tax deferral strategies
Philanthropy
- Evaluation of charitable giving options
- Private foundation management
- Governance and strategy analysis
- Foundation and grant administration