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For clients with investable assests greater than $25,000,000
Financial families of exceptional wealth face unique challenges in developing their understanding of wealth management issues, including but not limited to successful investment management, private trust and estate planning services, philanthropic planning, insurance, tax planning and family governance policy setting to manage the family's financial enterprise.
TYPICAL SERVICES:
- Wealth transfer and multi-generational planning
- Investment advisory services with investment policy development, investment record keeping, financial reporting and analysis.
- Private trust services
- Insurance management
- Family philanthropic and gift planning
- Business continuity planning and employee benefits
- Integrated financial services including cash flow management, tax and legal adviser liaison
