Wealth Planning
- Income projections for retirement
- Life goal – portfolio integration
- Projections of income, retirement, gifting
- Charitable planning
- College planning
- Insurance review
Private Deal Network
- Access to alternative investments
- Private network of deal flow
Investment Management
- Security Analysis & Manager Selection
- Review & Recommended Changes
- Portfolio Management
- Risk Management
Portfolio Strategy
- Macroeconomic Forecasting
- Assess Key Risks & Opportunities
- Asset Allocation
Client Reporting
- 24/7 client portal
- Tracks all public & private investments
- Incorporates entities under one family group
Corporate & Concierge
- Banking & Financing
- Lines of credit and mortgages
- Property management including jets and yachts
- Travel arrangements
Tax Planning
- Coordinate with tax accountant
- Centralized middleman to get tax documents to CPA
- Involved with strategic tax planning discussions
Estate Planning
- Coordinate with attorney
- Involved with strategic discussions
- Help implement estate plan
