“Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community.”
~Andrew Carnegie~
Our clients have worked for years to accumulate their current resources. For many of them, it’s no longer just about accumulating more. It’s about managing wisely. We view our role as stewards, strategists and wise managers working in partnership with our clients.
Investment Portfolio Management
A properly managed investment portfolio can be a powerful financial engine of your retirement lifestyle, non-profit endowment or family legacy. However, high fees & expenses, poor tax management, lack of regular rebalancing and misaligned risk exposure can quickly derail your plans and introduce unnecessary stress into your life.
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Family Wealth Management
Our clients have worked for years to accumulate their current resources. For many of them, it’s no longer just about accumulating more. It’s about managing wisely. We view our role as stewards, strategists and wise managers working in partnership with our clients. We provide oversight across the five key elements that make up comprehensive wealth management.
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Succession & Exit Planning
Your business is often the most valuable asset in your portfolio. It provides income for your family and stability for your employees. Exiting your business with precision takes substantial planning if you intend to grow its value and use it as a tool to create multi-generational wealth.
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Advanced Planning & Estate Modeling
Creating a lasting legacy for your family is as much art as it is science. We take time to understand your deep desires and concerns regarding the impact your wealth will have on your family.
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Tax Liability Restructuring
Two things are for certain in life: death and taxes. What if you could redirect the dollars you would otherwise be sending to the Government toward the causes you care most about? It’s possible with planning.
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Executive Compensation Strategies
Incentive compensation can be worth multiple times the cash compensation received by many executives. The nuances of qualified vs. non-qualified incentive stock options, restricted stock vs. restricted stock units, rights of appreciation, phantom stock and other similar financial instruments are complex. How can you be sure you are taking full advantage of the opportunities available from your employer? Are you confident the incentive program you’re providing to your leaders is competitive and compelling?
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Insurance Portfolio Oversight
Families and businesses purchase insurance in case a worst-case scenario becomes reality. Death, disability, illness and unexpected losses are all situations when you need to be absolutely sure your insurance portfolio is going to perform. However, most insurance products are designed around assumptions about the future including interest rates, expenses, tax rates, earnings and premium payments. What happens if the assumptions don’t match up to future realities?
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Asset & Liability Protection
Accumulating wealth often comes with the risk of creditors and unscrupulous individuals attempting to carve out pieces for themselves. Putting assets beyond the reach of these individuals should be a top consideration for any family looking to preserve their legacy across generations.
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