Our team has a 360 degree understanding of the entire financial process for individuals and families. We do not take the place of professional advisors; rather, we complement the work of our client’s advisors by agenda setting and executing. We take a proactive approach to meet and exceeds our client’s needs.
Gathering information/data is at the core of our work. It allows us to know exactly where every dollar flows as well as build the unique story for each client. We are adept at working in between the lines – the space where the magic occurs.
We capture the quantitative and qualitative data to provide a holistic approach to our work.
We help our clients be the most effective part-time CEO to their family enterprise.
We serve as your virtual family office. Our services include but are not limited to:
- Balance sheets
- Cash flow + projections
- Ad-hoc reports
ADMINISTRATION & BOOKKEEPING
- Comprehensive bill paying across all entities
- Detailed P&L tracking
- Consolidation of all spending
- Maintain books & records for Trusts Partnerships and LLCs
- Coordinate sales/purchase of all assets
- Private plane acquistion
- Oversee and coordinate all insurance needs
- Understand and protect privacy
TAX - INCOME & ESTATE
- Monitor and manage goals & objectives
- Organize and maintain documents, records and files
- Manage all quarterly and year-end tax payments/filings
- Create and maintain estate plan flow charts
- Follow-up on goals and objectives
- Monitor all transfer activities
- Life insurance coordination
- Assist with all charitable initiatives: current income, DAF and private foundations
- Manage tax efficient contributions and distributions
- Assist with set-up of charitable vehicles