Providing comprehensive or menu-based services to high-net-worth clients and their families to supplement their current advisory relationships
We offer a broad range of services to high-net-worth families, and we do so on a completely independent basis. Our firm is uniquely positioned to centralize and streamline the management of a family’s portfolio. We make our clients’ lives less stressful and take much of the day-to-day worry off their plate.
Our services include:
- Collaboration with the client’s advisors including attorneys, bankers, investment advisors etc to ensure that the plan is coordinated according to your wishes
- Compiled financial statements on a periodic basis
- Bookkeeping and bill payment services
- Household payroll services
- Tax planning, preparation and advisory services for the individuals, trusts, partnerships etc
