Clients benefit greatly from our integrated wealth management services. While our goal is to centralize the management of your wealth, we also provide tax compliance advisory, access to private banking and private trust services, document management and record-keeping services, expense management, bill paying, bookkeeping services, family member financial education, family support services and family governance.
Our board negotiations and philanthropic planning expertise allowed a client to take an immediate and substantial tax deduction.
A multi-million dollar real estate purchase brings its own unique set of challenges. Moreover, a tight deadline during the holidays required an immediate response and an innovative use of resources.