Services for Individuals
Family Office Services
We handle all aspects of your financial life, including:
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Bill payment and bookkeeping
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Payroll and payroll taxes for domestic employees
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Cash flow planning and projections
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Preparation of individual, corporate, foundation, partnership, fiduciary, and gift tax returns
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Coordination with other professional advisors
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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:
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Plan for a comfortable retirement
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Protect your family in case you become disabled
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Achieve your financial goals, from buying a home to paying for your children's education
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Leave a legacy for your heirs
Estate Planning
At every step of your estate planning process, we will help you:
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Clearly define your estate planning goals
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Organize and create your estate planning team if you need one
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Evaluate and recommend estate planning options
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Organize your estate planning documents including current wills, trusts, health care and power of attorney
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Decrease the problems and expenses associated with probate
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Lessen taxes at time of death
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Arrange for management of your estate in the event you are incapacitated
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Draft a working plan for conserving and effectively managing your estate after death
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Transfer the assets of your estate to heirs the way you want
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Organize fair and adequate liquidation of estate to cover taxes and other expenses
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Amend your plan as needed