6501 Peake Road,
We are able to engage with families in a variety of ways. The most prevalent way is for a family to hire us as their financial advisor. For this comprehensive and ongoing service there is a flat cost, incurred quarterly.
Sometimes, though, a family already has a long-standing advisory relationship and just wants a qualified second opinion for peace of mind that they are on the right track. We are able to provide this second opinion in several key areas:
Financial PlanningAnalysis of Current Investment CostsAnalysis of Current Asset AllocationInvestment Consulting on Current PortfolioTransition Readiness Analysis (this is done in collaboration with the family's attorney and CPA)
Additionally, we are able to build out, and provide ongoing maintenance to, a secure cloud-based portal for a family's most important documents. The ability to access documents from anywhere in the world while maintaining safety-deposit-box-like security is a must for today's global family.
Costs of engagement for the above services vary. Please contact us for a complete list.
Initial Comprehensive Financial Plan
Income Tax Planning (in collaboration with your CPA)
Estate Transfer Planning (in collaboration with your attorney)
Philanthropic Development and Implementation
Asset Protection & Bloodline Protection Planning for Parents and Children
Family Governance Development
Long-Term Care Planning
Certificates of Deposit (CDs) & Bonds (Treasury, Corporate, Municipal)
Common Stock (Both US and International) & Preferred Stock
ETFs and Mutual Funds
Separately Managed Accounts
Options (covered call writing, hedging, etc.)
Includes ongoing oversight and evaluation of investments and investment managers. Tactical adjustment and re-balancing of asset allocation is also included
Family Meetings - Where the Business of Family Happens
Family Governance Planning
Family Wealth Education
For our thoughts on security and privacy issues please click below.