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

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

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