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OUR SERVICES

Customized trust administration, personal accounting, financial consulting, and coaching for the next generation.

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CREATIVE & CUSTOMIZED TRUST SERVICES

We take a custom approach for every client, bringing flexibility, creativity, and deep expertise. Our clients bring us complexity, and we love every part of it.

TRUST ADMINISTRATION

We can serve as trustee, directed trustee, co-trustee, successor trustee and trust protector. We specialize in trusts holding real estate, private companies, private equity, and concentrated positions. Every trust receives executive oversight and a team of specialists including, an accountant, attorney, and tax CPA. To ensure no conflicts of interest, we separate trust administration from investment management. Clients are free to choose the investment manager that best suits their needs.

PERSONAL ACCOUNTING SERVICES

We review your bills, process payments, reconcile bank accounts, track personal investments and charitable giving, and maintain your records. We provide customized financial statements, data analytics, budgets, and cash flow planning. Our team collaborates closely with our clients’ trusted advisors to provide a cohesive, comprehensive service.

NEXT GENERATION COACHING

We specialize in helping enterprising families shape next-generation expectations and unite the family around common goals. We coach each family member on everything from estate plans to business assets, to legal structures to tax consequences. We provide individual lessons, host family meetings, create family constitutions, and work with sibling teams. In short, we help prepare the next generation to steward your legacy.

ESTATE PLANNING CONSULTING

We will work with your estate planning attorney at a strategic level, driving the process to get your estate plan optimized and executed. We’ll perform financial modeling to do impact analysis and stress test your estate plan, ensuring it will work as intended. At your direction, we will help explain the estate plan to your whole family allowing for clarity and alignment of expectations.

ENTITY STRUCTURE PLANNING

We’ll make sure your legal entities are set up in the most efficient, productive way to ensure the longevity of your assets and legacy. We have a deep knowledge of LLCs, S-Corps, trusts, and other business structures and we know how to optimize these structures to provide longevity, continuity, and efficiency.

TAX PLANNING

We have a deep understanding of income and estate taxes, helping you step back and see the big picture. Everything we do, every decision we make, is filtered through a “tax lens.” Taxes are always integrated into the entire plan, ensuring nothing is left to chance.

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FIND OUT MORE

Our only agenda is attending to yours

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