Services

Administrative Services

• Bill Pay
• Bookkeeping
• Property Management
• Account Management
• Mail Sorting
• Management of contracts
• Management of high -value physical assets (e.g property, vehicles, yachts, art, aircraft)

Personal Services

• Household staffing
• Cost management
• Travel & concierge services
• Business management
• Information technology support

Tax Planning & Wealth Transfer

• Legal and tax planning
• Estate/succession planning
• Tax preparation
• Philanthropy management
• Insurance planning

Asset Management

• Asset allocation
• Investment management
• External manager selection and monitoring
• Alternative investments
• Restricted stock transactions
• Concentrated equity
• Risk management
• Fund formation
• Proprietary investment opportunities

Family Governance

• Family wealth education and succession planning
• Personal and Separate Property management
• Family counseling and relationship management
• Identifying/mentoring future family leaders
• Creating governance structures and documents

Custody & Reporting

• Custody of assets
• Consolidated and customized reporting
• Performance analysis/report attribution