Family Dynamics
The families we work with have a strong, “grassroots” work ethic; often their wealth is entrepreneurial and self-made. There is a strong desire to preserve the value system that built the wealth in the first place.

Family Education
Inheritors should learn about managing wealth from their predecessors. Our families have their values and beliefs passed on by discussing money together in a business-like setting.

Family Charitable Foundations
Preparation of an articulated Giving Plan, or creation of a family Charitable Foundation encourages families to give in a meaningful way — turning charitable activities into momentous events.

Financial Planning
Long-term, values-driven comprehensive financial plans are prepared for each family member. All decision making is guided by an overarching plan for the family unit.

Tax Optimization
Our tax planning takes a global focus to ensure all available tax advantages are used.

Estate Planning and Succession
Most estate planners envision the transfer of wealth after death. Don’t condemn the next generation to deal with complicated financial issues while grieving; we believe in a sensible and systematic transfer of wealth during a lifetime.

Risk Management
Reputation, relationships, personal security and privacy all become part of a complete risk protection strategy. There is more to managing risk than buying insurance.

Legal Document Library
All legal documents are catalogued and organized for protection, confidentiality, and ease of access.

Operating Business
The CFFO coordinates the activities of all advisors to avoid the “silo effect.” This often results in more effective solutions for less money.

Tax Optimization
Our tax planning takes a global focus to ensure all available tax advantages are used.

Objective Investment Oversight
By not selling financial products of any kind, the Chief Family Financial Officer objectively oversees all investments with the best interests of the family in mind.

Governance and Reporting
Detailed, consolidated statements of net worth, cash flow and income generation vs. lifestyle spending are reviewed at quarterly Family Board Meetings. We move financial decisions away from the kitchen table.