Estate Planning

• Assistance in the selection of legal professionals
• Review of current trust and estate planning solutions
• Creation and implementation of effective trust and estate vehicles

Investment Services

• Review current investment holdings
• Analysis of asset allocation and implementation of changes
• Selection of managers and brokers in all asset categories

Accounting and Tax Services

• Assistance in the selection of tax professionals
• Cooperation with accounting professionals to maximize tax planning

Charitable Activities

• Review of current charitable programs
• Creation of charitable vehicles
• Survey of investments in charitable assets

Credit and Banking Services

• Introductions to banks and brokerage groups for credit needs
• Arrangement of mortgages, lines of credit, secured lending, etc.
• Management and survey of all banking relationships

Insurance Needs

• Review of current insurances
• Introduction to insurance brokers
• Survey and update of all insurance requirements

Non-Financial Assets

• Introduction to and cooperation with experts for the acquisition of assets 
  such as boats, art, real estate, horses and collectibles
• Management of insurance and investment aspects of collectibles