RETIREMENT PLANNING
- Involves successful wealth generation, as discussed above, as well as effective distribution of accumulated wealth during retirement in the most tax effective manner
- Approaching and crossing the retirement line changes investment objectives from growth and accumulation to preservation and spend-down, two very different scenarios
FAMILY OFFICE SERVICES
Having historically operated as a family office, we are singularly attuned to the needs of today’s high-net-worth family. Our multi-family office provides the benefits of a single family office to families with fewer assets than that required to support a family office for a single family, at significantly lower cost, including:
- Detailed organization of family financial and estate planning affairs
- Goals-based financial, cash flow and liquidity management and capital sufficiency analysis
- Asset allocation, investment due diligence, manager negotiation and selection and consolidated custody and performance reporting
- Trust administration and financial recordkeeping; productive relationships between trustees and beneficiaries
- Family education, meeting facilitation and governance development
- Strategic charitable/philanthropic planning
- Proactive management of family business ownership issues and structures
- Deep technical knowledge of owning and transferring business interests in trusts, family limited partnerships and LLCs
- Management and negotiation of provider costs
- Knowledge and control over all expenses
- Single point of contact for family members and other providers on daily financial matters