Our firm provides a full range of financial planning and wealth management services for individuals, families, and businesses.
A Family Office is a private organization that has as its exclusive client a high net worth individual or family. The Office is formed by the individual or family to handle all of their concerns. Many family offices are set up very simply in the beginning as a quarterback for all the professionals and advisors that the family already works with, and may outsource more complicated tasks such as legal functions. As a family office grows, families may bring more complicated tasks and functions within the family office.
Our wealth management team has the ability to deliver a full range of financial services and products to clients in a consultative manner. We aren’t tied to products or services from a single company or family of companies but are free to find those products and services that are best for our clients.
Our retirement planning team can help you develop a sound approach to your retirement-income sources and distribution plans. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
We can help you understand the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Our estate planning professionals can help you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate plan can spell out your financial wishes and ensure that they’re carried out, and can even designate someone to manage your financial affairs should you be unable to do so.
Contact us to ask questions and learn more about how we can help you with a full range of family office needs, tax reduction strategies, retirement planning approaches, wealth management and estate planning blueprints.