Our Services
Practice Emphasis
We work with high net worth individuals including: professionals, executives, retirees and business owners, as well as successful businesses.
Services Provided
Business Owner Planning
- Qualified and Nonqualified Plans, Business Succession Strategies
- Executive Compensation Planning
- Executive Financial Services
Investment Management
- Advice and Planning
- Portfolio Modeling Analysis and Design
- Investment Policy Statement Development
- Manager Search and Selection
- Ongoing Monitoring, Due Diligence and Reporting
Retirement Planning
- Needs Assessment
- Retirement Income Modeling
- Benefits Analysis
- Distribution Options
- Long-term Care
Estate Planning
- Will and Trust Design Strategies
- Property Ownership Alternatives
- Estate Tax Reduction Strategies
- Life Insurance Analysis
- Qualified Plan Distribution
- Family Gifting Strategies
- Estate Tax Payment Techniques