We offer services tailored to affluent families, closely held businesses, and institutions."
Comprehensive Financial & Estate Planning
Our planning services will put you in control of your financial future with a clear, thorough roadmap. Our experienced team utilizes best-in-class financial planning software to assure we are providing you with the most accurate and impactful recommendations possible. Insurance, investments, retirement planning, and everything in between are addressed as we guide your family from year-to-year.
Liquidity Needs for Generational Planning
Generational planning can sometimes feel like a monumental task, but that’s where we help. Designing solutions for complex and large estates, often in conjunction with your other trusted advisors (attorneys and accountants) is where we excel. Charitable giving, estate liquidity for tax planning, and the quality of legacy to children and grandchildren are often key concerns our clients bring to us for a resolution.
Executive & Key Person Retention
In today's highly competitive marketplace, it is becoming increasingly difficult to attract and retain top talent. Salary is no longer the sole compensation driver. Employees are looking for benefit packages that help protect their families and adequately prepare them for retirement. We provide a variety of retirement-planning products and strategies that meaningfully distinguish a key executives compensation package in a crowded and aggressive arena.