Close your eyes and imagine a scene: Your personal CFO, tax accountant, estate attorney, financial planner and investment advisor are all seated around the same table. And their attention is focused 100-percent on you. Our Exclusive Family Office Group introduces you to this level of calm and control.
Our 35-person in-house team supports you with virtuosos in tax, estate, retirement, investments, philanthropy, budgeting, bill pay and more. Our star-studded collective functions as your chief financial optimizers, plugging you into an invigorating world of access and wealth. Suddenly, tasks that felt complex and overwhelming become simple and streamlined. You luxuriate in the opportunities your wealth opens up, minus the stress.
Buying a home? We help take care of everything financial, including mortgage and insurance. Remodeling one? We can run the financial aspects of the project, managing expense to budget and variance, insurance, cash flow.
Prepping your kids for college and beyond? We can train them to manage a portion of an investment portfolio, select health insurance, maintain a check book.
Reeling from the constant flood of tax legislation coming out of Washington and your state capitol? We can help turn confusion into clarity, while minimizing tax and estate planning pitfalls.
Focused on philanthropic planning? We help you align your giving with your values, choose between a simple structure or private foundation and execute on your strategic plan, so you’re inspired by the legacy you’re creating.
Confused by the various trusts and entities established over the years? We try to strip away the legal lingo and arrive at the objective of each structure. When the time is right, we bring your children into the discussion so they can understand it all when you’re gone.
And this is barely the tip of the iceberg. You may have a hard time coming up with a financial task that our professionals haven’t handled many times before. We hope you’ll be thrilled with the power and control you wield.