Investment Strategy

• Investment policy development
• Asset allocation plan development
• Investment managers selection
• Investment vehicle structures
• In-house portfolio management
• Custodial oversight
• Core asset class oversight
• Alternative asset class oversight
• Special asset class research
• Allocation and rebalancing oversight

Coordination of Advisors

• Advisor Network Build Out and Coordination
• Balance sheet analysis
• Retirement planning
• Analysis of professional advisors and fees
• Bank financing analysis and negotiations

Family Information Management & Reporting

• Annual consolidated net worth statements
• Cash flow analysis
• Quarterly investment performance reports
• Annual status reports compared to plan
• Online access to custom reports
• Recordkeeping for personal property

Wealth Transfer Planning

• Development of objectives
• Multi-generational snapshot of existing strategies
• Financial modeling of alternative strategies
• Explanation of plans to owners
• Action plan to implement changes

Concierge Services

• Personal bill paying
• Domestic help and payroll
• Property management
• Cash flow management and forecasting
• Private travel management

Family Continuity/Education

• Family governance
• Family education plan
• Family meeting coordination
• Leadership training
• Career planning
• Coaching and mentoring

Trustee Services

• Trustee fiduciary services
• Agent for trustee compliance
• Investment and beneficiary education
• Advice on distributive duties
• Cost analysis and negotiation of trustee fees
• Selection and training of trustees and protectors
• Beneficiary education and mentoring
• Estate administration

Philanthropy

• Multi-generational objectives
• Personal giving programs
• Foundation trustee training
• Private foundation management
• Governance and board development
• Strategy analysis and implementation
• Foundation and grant administration