FAMILY STRATEGY & GOVERNANCE

  • Facilitate the establishment of family goals

  • Present wealth education topics (including investments, trusts, budgeting, etc.)

  • Organize and lead family meetings

ESTATE PLANNING

  • Identify planning opportunities

  • Formulate planning strategies with attorneys

  • Implement planning strategies

  • Manage trust and entity administration

PHILANTHROPY

  • Assist in establishing a philanthropic strategy

  • Manage foundation and charity administration

  • Summarize year-over-year giving

  • Negotiate multi-year gifts with charities