Primary Services

  • Independent and Objective Comprehensive Financial Planning Services

  • Institutional Quality Investment Management

  • Retirement Planning

  • Estate & Legacy Planning

  • Risk Management and Insurance Services

  • Education Planning

  • Portfolio Analysis, Reallocation, and Rebalancing

  • Financial Education Programs & Seminars

  • Personalized and Customizable Account Access and Aggregation Tools

  • Cash Flow and Lifestyle Planning &Analysis

  • Comprehensive Tax Analysis and Preparation

  • Endowment Forecasting and Investment Planning

  • Small, Medium, Large Business Qualified Retirement Plan Administration and Support

  • Business Owner and Entrepreneur Valuation and Continuation Strategies

  • Charitable and Philanthropic Gifting Strategies

  • Nonprofit Executive Benefit Planning

  • Pension Planning Services for Businesses, Nonprofits, and Individuals

  • Social Security, Medicare, and Employer Benefit Strategies

  • Long Term Care Strategies

  • Annual Review and Concierge Ongoing Financial Planning and Investment Management Programs

  • Asset Holding Strategies and administrations (including Trusts, FLPs, and LLPS)

Advanced Planning Services

  • Tax Consulting

  • Gift and Estate Tax Planning

  • Intergenerational Wealth Planning

  • Business Succession

  • Concentrated Stock Positions

  • Family Education and Governance

  • Investment Consulting

  • Strategic Asset Allocation

  • Portfolio Construction

  • Investment Policy

  • Tactical Overlays

  • Risk analysis and liquidity budgeting

  • Structural Asset location

  • Concentrated Investment Strategies

  • Equities

  • Fixed Income

  • Quantative Management

  • Hedge Funds

  • Private Equity

  • Real Estate

  • Real Assets

  • Cash Management Strategies

  • Tax Management Strategies

  • Structured Investments

  • Brokerage*

  • Hedging and monetization*

  • Derivatives*

  • Lifetime Gifting Strategies

  • Custom Trust Solutions

  • Trust Administrative Solutions

  • Trust Administrative Services

  • Executor/ personal representative

  • Agent for trustee/executor

  • Private Business exit Strategies

  • Commercial and residential real estate strategies

  • Farm and Rach Land Usage

  • Timberland

  • Oil, gas and mineral interest

  • Family philanthropy

  • Philanthropic Planning

  • Foundation Advisory Services

  • Grant making

  • Charitable Trusts

  • Donor-advised fund program

  • Investment Management, custody and trust account information

  • Partnership Accounting

  • Online bill payment and personal and business banking

  • Online Invoicing, payroll and tax services

  • Collection of dividends and interest

  • Corporate actions and information

  • Comprehensive Portfolio Data

  • Reporting of Cash Management and tax information

  • Domestic and Global Trade Settlements

  • Securities-based lending solutions

  • Entrepreneurial and investment financing

  • Wealth Transfer Financing

  • Aviation leasing and lending

  • Fine Art Lending

  • Marine Lending

  • Deposit accounts

  • Sweep Accounts

  • Treasury Management

  • Credit Cards