Wealth Management

Investment Related Services:

  • Development of an Investment Policy Statement (IPS)
  • Development and implementation of an effective asset allocation
  • Sourcing and due diligence for direct investment opportunities
  • Investment Due Diligence
  • Aggregation and reporting of investment performance

 

Management of Complex Assets:

  • Residential Real Estate
  • Commercial Real Estate
  • Operating Businesses
  • Collections
  • Socially – responsible investments

 

Accounting, Tax Planning and Compliance:

  • Accounting and tax fillings
  • Identification and engagement of outsourced providers
  • Tax planning
  • Development and coordination of estate plans for all family members
  • Trust implementation and administration

 

Asset Protection and Risk Management:

  • Investment Due Diligence
  • Insurance Services
  • Hiring, background checking and management of business and family office staff
  • Reputation management