Asset Accumulation
- Establish goals and track progress
- Set up account structure
- Assist in managing family wealth dynamics
- Rebalance and reallocate as circumstances change
Asset Allocation Strategies
- Develop risk profile and capital appreciation expectations
- Implement risk-return and asset class frameworks
- Evaluate opportunities and risks
- Utilize planning tools
Estate Planning
- Coordinate and review documentation
- Execute multi-generational planning and wealth transfer strategies
- Manage fiduciary and trustee services
- Interface with legal advisors
- Provide wealth protection
- Establish external trust company relationships for irrevocable trusts
Philanthropy & Legacy Planning
- Execute charitable trust, gifting and other philanthropic strategies
Retirement & Income Planning
- Assess current and future income needs
- Plan expenses and execute associated portfolio alignment
- Develop distribution and retirement planning strategies
Educational Savings
- Provide guidance on 529 plans and other educational savings options
Tax Efficiency
- Interface with CPAs, tax and estate planning attorneys
- Provide expertise in municipal and other tax-efficient investment strategies
