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 
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