Whether you are managing inherited wealth, or your financial goals have become a reality and you are faced with new responsibilities and decisions, the world can be a complicated place when significant wealth is involved. Financial challenges are frequently magnified for business owners and high net-worth individuals. You need a confidential and knowledgeable advisor to help you navigate the demands of organizing wealth and reporting on your financial activities so that you may enjoy life with family and friends.
The financial responsibilities of our clients are substantial, and we have the expertise to lessen the load and create financial formats that are geared to your unique situation.
Our Family Office | Private Client Group is here to help you with:
- Income, estate, trust and gift tax planning and compliance (federal, state, local, international)
- Accounting services and solutions
- Estate planning and compliance; inter-generational wealth planning
- Education and philanthropic planning
- Specialized services (family office meetings, family limited partnerships, fractional ownerships, charter contracts)
- Treasury (banking, cash management and budgeting, distributions, bill paying, credit card account oversight)
- Collaboration with investment advisors, attorneys, insurance providers, and other professionals
- Risk management