Services
Family Office Services
Sunday, 03 Nov 2024 11:31
Our Firm with a central coordinated team can help the family oversee their financial, administrative, and future-planning activities. We offer an array of benefits—both financial and non-financial—to support an owning family as illustrated below:
Investment Strategy and Implementation
- Investment policy development
- Asset allocation plan development
- Investment managers selection
- Investment vehicle structures
Integrated Financial Strategies
- Balance sheet analysis
- Integrated tax and income plan design
- Retirement planning
- Analysis of professional advisors and fees
- Tax and income plan implementation
- Bank financing analysis and negotiations
- Coordination of team of advisors
Client Information Management
- Annual consolidated net worth statements
- Cash flow analysis
- Quarterly investment performance reports
- Quarterly investment partnership accounting
- Monthly entity accounting and reporting
- Annual status reports compared to plan
- Online access to custom reports
- Recordkeeping for personal property