PERSONAL WEALTH PLANNING
PERSONAL WEALTH PLANNING SERVICES
Managing + Preserving Wealth
It's challenging enough to create personal and family wealth these days. But when you're successful, you face the added responsibilities of managing, preserving and transitioning it effectively.
The demands can be complex and time-consuming, and—even with the best advisors to assist—require coordination and an overall focus on the big picture.
We can help. For nearly 90 years, we've assisted other professionals, company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth.
As your personal advisor, we adopt an integrated, year-round approach to wealth planning that supports you in developing and achieving your financial and personal goals. Our services merge traditional tax and financial services with strategic retirement, estate, and wealth planning tailored to reflect your hopes and circumstances, and the things that matter to you.
We work collaboratively with your existing investment advisors and other professionals. If you like, we can also help you coordinate their activities. And should you have a need for additional, outside resources, we can introduce you to some of the region's best attorneys, bankers, and investment advisors.
All of your services will be provided on a fee-only basis, to ensure that we exercise independent judgment and operate only in your best interest. We never accept commissions or referral fees, sell products, recommend specific investments, or charge service-specific rates.
Accounting and Financial
Personal and family financial statements
Budgeting and cash flow analysis
Accounting and check writing services
Planning and financial modeling
Wealth Planning and Philanthropy
Estate planning and wealth transfer
Personal and family foundations
Goal setting and risk analysis
Insurance planning and personal liability protection
Real estate investments consulting
Comprehensive tax planning and minimization strategies
Alternative minimum tax (AMT) consulting
Consulting on the tax aspects of investments
Compensation, stock options and fringe benefit consulting
New business ventures and the sale or purchase of an existing business
Family and Closely Held Business
Succession and exit planning
Family business and family partnership services