AN OVERVIEW OF THE FIRM'S SERVICES

From its inception, the Firm has focused on the issues that are important to individuals and families with significant assets. During its history, the Firm has increasingly widened the scope of its services in response to its clients' needs, to include not only comprehensive financial advisory services, but many non-financial practice areas as well. Today the Firm's professionals concentrate principally on providing services to clients in the following areas of specialization:

  • Gift and Estate Tax Planning

    • Family Wealth Preservation Planning
    • Business Succession Planning
    • Philanthropic and Charitable Planning
  • Investment Advisory Services

    • Selection of Asset Managers and Performance Monitoring
    • Asset Allocation for Various Family Entities
    • Private Equity Due Diligence
  • Life Insurance Due Diligence

    • Comprehensive Third Party Review of:
      • Carrier Strength
      • Contract Structures and Payment Mechanics
      • Tax Implications
      • Domestic and Offshore Alternatives
  • Interim Company Management / Board Representation

  • Family Risk Management

  • Family Wealth Education