Family Office & Executive Banking

• Family office and concierge services

• Multiple custodian selection

• Cash management

• Checking accounts & credit cards

• Bill pay

• Online document management

• College funding and annual gifting

• Health care and insurance resources

• Key advisors/providers coordination and selection

• Cyber security

Estate and Financial Planning

• Succession planning

• Education and retirement planning

• Generational education programs

• Family gifting

• Next generation education and guidance

• Corporate trust services

Investment Management

• Asset allocation

• Portfolio management

• Security selection

• Customized investment strategies

• Risk management and hedging strategies

• Alternative and private investments

• Consolidated reporting

• Concentrated position management

Philanthropic Strategy and Planning

• Charitable planning

• Strategic gifting

• Donor advised funds

• Family foundations

Tax Management

• Proactively harvest losses across investments

• Consider each entity’s tax treatment when allocating investments

• Estimate gains and/or losses on taxable accounts

• Estimate returns for alternative investments

• Tax summary, 1099s, and K1s provided to clients and CPAs ahead of filling deadlines

Personal Balance Sheet Maintenance

• Monthly performance reports

• Balance sheet/financial statement