Services for Individuals

Family Office Services

​We handle all aspects of your financial life, including:

  • Bill payment and bookkeeping

  • Payroll and payroll taxes for domestic employees

  • Cash flow planning and projections

  • Preparation of individual, corporate, foundation, partnership, fiduciary, and gift tax returns

  • Coordination with other professional advisors

  • Integration of income tax and investment strategies

Personal Financial Planning

​Through our affiliation with some of today's leading financial planning firms, we help you to:

  • Plan for a comfortable retirement

  • Protect your family in case you become disabled

  • Achieve your financial goals, from buying a home to paying for your children's education

  • Leave a legacy for your heirs

Estate Planning

At every step of your estate planning process, we will help you:

  • Clearly define your estate planning goals

  • Organize and create your estate planning team if you need one

  • Evaluate and recommend estate planning options

  • Organize your estate planning documents including current wills, trusts, health care and power of attorney

  • Decrease the problems and expenses associated with probate

  • Lessen taxes at time of death

  • Arrange for management of your estate in the event you are incapacitated

  • Draft a working plan for conserving and effectively managing your estate after death

  • Transfer the assets of your estate to heirs the way you want

  • Organize fair and adequate liquidation of estate to cover taxes and other expenses

  • Amend your plan as needed

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