Our services not only strive for the family's economic success, but include strategies and methods to create a balanced social enterprise where financial success and family values are demonstrated across generations.

• - Strategic Planning & Constitution
• - Family Communications
• - Family Meetings and Retreats
• - Financial & Life Skills Training

We meet the economic concerns of our clients and families by supporting their needs for long-term financial wealth and business planning.

• - Business Transition and Succession
• - Post-Retirement Planning
• - Financial Planning

Our investment advisory services are a vital component of our goals based planning approach in advising affluent families. We employ an "open architecture" platform of separate account managers, pooled vehicles and alternative investments.

• - Mission & Investment Policy Statement
• - Asset Allocation
• - Manager Research & Selection
• - Tax-Efficient Portfolio Construction
• - Consolidated Performance Reports

Even philathropic interests need understanding and planning. We help families strategize which vehicle best suits their needs, from foundation planning to grant management.

• - Family, Independent, and Corporate Foundation
    Strategic Planning
• - Foundation Grants Management and Administration Services
• - Foundation Reporting
• - Fiduciary Education