Our Consulting Services

  • Legacy Planning Strategies
  • Asset Preservation Strategies
  • Liability Management Services
  • Performance & Planning Strategies
  • "Accountant Ready" Tax Packages
    • 1099s summarized and email-ready
  • Capital-Gains Tax Adjustment Strategies
  • Coordination with your Estate Attorney, CPA & Other Advisors
  • Retirement Planning
  • Investment Management Services
  • Asset Allocation
  • Tax Aware Investing
  • Investment & Investment Manager Selection
  • Estate Planning Strategies
  • Charitable & Philanthropic Planning Strategies
  • Tax Efficiency Strategies
  • Family Foundation Investment Managment & Consulting
  • Endowment Investment Consulting & External CIO Services
  • Business Succession Planning:
    • Family Succession
    • Internal Succession
    • External Succession
  • Estate Planning Strategies for the Business Owner
  • Key Person Planning
  • Tax Deferral Strategies
  • Retirement Plans for the Entity
  • Executive Benefits Consulting Services
  • Stock Options, Grants & Restricted Stock Strategies
    • 10(b)51 Plans
    • 83(b) Elections
    • AMT Planning
  • Concentrated Position Strategies
    • Hedging Alternatives
    • Exchange Strategies
    • Capital Gains Planning Strategies
    • Gifting Techniques
  • Charitable Planning Analysis
  • Executive Benefits Analysis
  • Executive Planning Services
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