Our Services
Investments
Developing a diversified investment strategy that aligns with family goals, risk tolerance, and return expectations. Services include asset allocation, portfolio management, and continuous investment performance tracking
Wealth Planning
Providing comprehensive financial guidance to develop, implement, and monitor a wealth strategy that aligns with family goals. Includes goal setting, cash flow management, and ensuring that all financial elements work in harmony for long-term security and growth.
Estate Planning
Working closely with attorneys to structure and document the transfer of wealth across generations while minimizing taxes. Services include setting up trusts, wills, and establishing clear asset distribution strategies to ensure an orderly transition.
Legacy Planning/ Family Governance and Education
Guidance on establishing a family governance framework, facilitating regular family meetings, and ensuring continuity of values across generations. This includes education for younger members on responsibilities, wealth, and legacy.
Tax Planning
Proactive tax strategy to optimize tax efficiency and reduce liabilities. Services include income tax minimization, estate tax planning, and coordination with tax advisors, such as Plante Moran.
Impact Giving
Helping families develop charitable strategies, including the setup of family foundations or donor-advised funds (DAFs). Services include advice on charitable giving to align with family values and maximize philanthropic impact.
Business Advisory
Supporting family-owned businesses with guidance on operations, succession planning, and leadership transition. Includes consulting on strategy, growth, and interim management if needed.
Life Insurance
Whole or Term and Advice to coordinate with estate and business plans.- Evaluating and securing whole or term life insurance policies that align with estate and business goals. Services include assessing the role of life insurance in wealth transfer, income replacement, and ensuring beneficiaries are fully protected.
Risk Management and Insurance
Comprehensive risk assessment and insurance planning to protect family assets from unforeseen liabilities. Includes evaluating and updating coverage for properties, valuables, and general liabilities, and ensuring holistic asset protection.
Retirement Planning
Creating personalized retirement strategies that consider the family’s current lifestyle and future aspirations, covering income projections, savings goals, tax considerations, and portfolio adjustments to ensure a sustainable income through retirement.
Debt/ Loans
Supporting families with structuring competitive debt arrangements, advising on optimal loan types, interest rates, and repayment terms. Services also include strategic guidance for managing and reducing overall debt burden effectively.
Legal Services
Providing access to legal expertise for complex financial matters, including tax compliance, estate structures, trusts, and asset protection. This includes coordination with tax advisors and attorneys to ensure alignment with family goals.
Insurance
Property, Auto, Umbrella Advisory- Advising on comprehensive insurance solutions to protect physical assets and liabilities, ensuring that property, auto, and umbrella policies provide optimal coverage, with periodic reviews to align with changing needs and risks.
Accounting and Reporting
Providing bookkeeping, expense tracking, consolidated financial reporting, and regular performance reviews for transparency and informed decision-making.
Lifestyle and Concierge Services
Personalized lifestyle services, including travel arrangements, property management, and tailored concierge services, to simplify daily life and cater to family preferences.
Alternative Investments
Exploring non-traditional investment opportunities, such as private equity, hedge funds, and venture capital, to diversify the portfolio and enhance long-term growth potential.
Crypto
Offering education and advisory on cryptocurrency investments, helping to assess risk, track industry trends, and incorporate crypto assets into the broader wealth strategy.
Private Equity
Evaluating and advising on private equity investments, including direct investments in companies or private funds, to enhance portfolio growth and access unique opportunities.
Real Estate
Advising on real estate investments, including residential, commercial, and development opportunities, to enhance portfolio diversification and capitalize on real estate’s growth potential.
