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Much like a business, a family seeks to continuously build, manage, and preserve its wealth. But to run smoothly and prosper financially, a household, like a business, requires proper budgeting, cash flow, and planning. In short, it requires a trusted advisor.
We can help you fulfill that role, addressing your family’s complex needs in a customized way and bringing together a comprehensive set of integrated resources to help you reach your personal and family goals. With your interests and values as the foundation, we help you define and build your legacy across generations.
Our family office services include:
• Tax planning and preparation
• Stock option planning
• Estate planning
• Personal financial planning
• Investment management and consulting
• Insurance management and consulting
• Bill paying
• Household employee payroll
• Bookkeeping
• Cash flow and budgeting
• Liquidity management
• Reporting and communication
• Coordination of key advisors
• Heir preparation counseling
• Family vision and governance
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