Today’s families require capabilities beyond the expected.

We understand that the needs of modern families are often multi-faceted and complex. We act as your family's personal CFO by delivering the highly personalized services of a family office. We work to simplify our client's financial lives so that they can have the freedom and flexibility to pursue their interests. Together with our institutional custodians, we offer a comprehensive suite of the following services.

Together we will create a custom portfolio incorporating innovative solutions and comprehensive wealth management.

Wealth Management

  • Financial Planning - Analysis of Net Worth, Balance Sheet, Cash Flows, Scenario Modeling

  • Retirement Analysis - Income Planning, Budgeting, Social Security Analysis, Medicare Planning

  • Trust & Estate Analysis - Wealth Transfer Strategies

  • Tax Estimate - Distribution and Conversion of Retirement Assets

  • Liability Management

  • Executive Compensation Advisory

  • Strategic Cash Management

  • Risk Management

  • Student Loan Planning

  • Guidance - Life Events and Transitions

  • Philanthropic Advisory

Investment Management

  • Investment Policy Formation and Management

  • Asset Allocation

  • Portfolio Management

  • Institutional Investment Managers

  • Individual Stock and Bond Selection

  • Ongoing Communication and Reporting

Family Office Services

  • Family Governance

  • Business Owner Advisory - Succession Planning

  • Coordination with Trusted Advisors (e.g., Accountant, Attorney)

  • Document & Record Management

  • Cybersecurity & Fraud Awareness

  • Guidance, Education, and Mentoring for Future Generations

Retirement Plan Services

  • Plan Level Fiduciary Services - Plan Evaluation & Design, Participant Communications

  • Plan Level Investment Services - Investment Policy Statement, Investment Menu Design & Monitoring, Portfolio Models

  • Participant Level Services - Investment Advice, Financial Education, Retirement Planning