Strategic Services

We offer strategic wealth management services to meet the unique needs of each client. We do not sell investment products. Our role is to serve as a trusted advisor for our clients’ specific needs or with the ability to manage your entire financial position. We do not seek to replace service providers or investments that work for you – we will work with you and coordinate on your behalf.

Investment Management

  • Asset allocation and investment strategy
  • Analysis of current portfolio
  • Money manager due diligence and selection
  • Performance reporting and manager monitoring
  • Private equity evaluation
  • Specialty hedging and diversification strategies

Private Banking Services

  • Checking and money market accounts
  • Customized mortgage loans, investment loans, aircraft and yacht loans, and lines of credit
  • Debit and ATM cards, online banking and bill payment, wire services, and mobile banking services

Private Trust Services

  • Trust administration for individuals and multi-generational families
  • Estate administration and settlement
  • Specialty asset management including real estate, oil and gas properties, closely held business
  • Ability to serve as trustee, co-trustee or agent for fiduciary

Special Services

  • Balance sheet preparation
  • Cash management
  • Aircraft management

Tax Planning

  • Quarterly tax projections and planning
  • Tax reduction and deferral strategies
  • Tax-efficient investment strategies
  • Income and gift tax preparation
  • Asset ownership and entity planning

Family Education

  • Family meetings
  • Family governance
  • Family dynamics
  • Transition and succession planning

Risk Management

  • Life insurance planning
  • Property and casualty insurance planning
  • Liability insurance planning
  • Asset protection planning (trust and offshore planning)

Philanthropy Services

  • Private foundation operations
  • Donor advised fund
  • Charitable grant administration
  • Family meetings and foundation governance
  • Charitable tax planning and strategy

Financial Planning

  • Estate, trust and gift planning
  • Cash flow and income planning
  • Debt planning
  • Large purchase negotiations and financing