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Services
Investment Management
- Asset allocation analysis
- Investment Policy development
- Investment management utilizing internal and external strategies
- Tax sensitive portfolio management
- Performance reporting and evaluation
- Client-directed accounts
Trust Services
- Trustee services for revocable and irrevocable trusts
- Personal representative services for estates
- Agency services for individual trustees and personal representatives
- Charitable trust/foundation administration
Wealth Management Services
- Planning and Tax Support
- Development of an integrated wealth management strategy
- Quantification and refinement of client goals
- Budget and cash flow planning
- Multi-generational wealth transfer planning support
- Preparation of fiduciary, estate and gift tax returns with professional advisors
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