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:
Cash flow and projections
Oversee and coordinate all insurance needs
Understand and protect privacy
Assist with all charitable initiatives: current income, DAF, and private foundations
Manage tax efficient contributions and distributions
Assist with set-up of charitable vehicles
ADMINISTRATION & BOOKKEEPING
Comprehensive bill-paying across all entities
Detailed P&L tracking
Consolidation of all spending
Maintain books and records for Trusts Partnerships and LLCs
TAX-INCOME & ESTATE
Monitor and manage goals and objectives
Organize and maintain documents, records, and files
Manage all quarterly and year-end tax payments/filings
Create and maintain estate plan flow charts
Coordinate sales/purchase of all assets
Private plane acquisition
Follow-up on goals and objectives
Monitor all transfer activities
Life insurance coordination