Business Management

We are the trusted CFO and back office for your business.

We are the back office for our clients’ businesses with services that include:

• Strategic business planning and cash-flow modeling
• Maintaining books and records
• Tax planning, restructuring and optimization to reduce your tax rate (domestic and international)
• Bill pay, accounts payable & receivable, significant asset purchases and dispositions, expense minimization
• Payroll and coordination of employee benefits
• Business affairs, including assisting with contractual agreements
• Compensation and benefits planning
• Domestic and international business organization and transaction structuring to minimize tax liabilities
• Facilitating the acquisition of debt and equity financing
• M&A transaction tax advisory, especially where there is a liquidity event involved
• Product pricing analysis and advisory
• Early stage business incubation
  
  

Family Office

We protect and grow your wealth and manage the complexity of your sophisticated financial life.

We manage and maintain the complexity of your financial life so you can focus on the the things you love to do. Our services include:

• Bill pay and expense minimization
• Cash-flow, financing and credit facilities acquisition and management, including budgeting, preparing, monitoring, and planning for capital commitments
• Tax planning, including structuring of your finances and investments to minimize your tax burden
• Tax return compliance, accounting and record keeping
• Estate & legacy planning to achieve wealth transfer goals while minimizing the tax burden
• Represent your interests while serving as Trustee of family trusts and as Directors on the Boards of your companies, private investments, and charitable foundations
• Risk management and insurance planning
• Household payroll and coordination of employee benefits
• Significant asset purchases and dispositions, including collectibles, investments, and complex financial instruments (Purchase/sale negotiations, tax planning)
  
  

Tax Planning & Compliance

Valuable tax mitigation opportunities are created from our understanding of your unique circumstances.

We emply time-tested strategies to minimize the tax burden across our clients’ businesses, investments, and estates, including real estate, securities, collectibles, and other investment assets. Our services include:

• Proactive tax planning opportunities afforded by changes in tax law and your business and personal circumstances
• Structuring tax efficient real estate transactions including 1031 exchanges and qualified opportunity zones
• Tax efficient diversification of concentrated positions and the sale of appreciated assets including public and closely held equities and collectibles
• Devise, implement, and maintain effective estate, legacy and wealth transfer plans
• Tax return preparation and tax representation before US federal and state tax authorities
• Business and investment transaction tax advisory, including liquidity events, M&A, international expansion, asset procurement and dispositions
• Design and enhance compensation and benefits plans including retirement planning
• Tax and financial planning around marital dissolution
  
  

Wealth Growth & Stewardship

We source opportunities to enhance your portfolio and calibrate your investments for performance, risk, and fees.

Our mandate as your entrusted Family CFO is to help you set and accomplish your long-term goals. Our services include:

• Vetting investment opportunities sourced by our clients and trusted asset managers
• Serving on the boards of our clients’ private investments to represent their interests
• Investment and Retirement planning – calibrating risk, fees, and performance across your assets
• Investment benchmarking, accounting, reconciliation and analysis
• Investment fee minimization
• Minimizing the investment tax burden and structuring the tax efficient diversification of concentrated positions and the sale of appreciated assets including public and closely held equities and collectibles
• Collaborating with wealth managers and other trusted advisors
  
  

Estate & Legacy Planning

We craft dynamic plans that accomplish your unique wealth transfer goals, protect your assets, and minimize the tax burden.

We collaborate with our clients to develop a strategic plan to preserve their family legacy. Our services include:

• Develop strategic plans to preserve your family legacy and tell your story
• Design bespoke asset transfer vehicles such as investment partnerships and private charitable foundations to maintain family continuity for future generations and educate your family on finances and investments
• Preserving wealth for multiple generations
• Minimizing estate, gift and generation-skipping taxes
• Estate, gift and generation-skipping tax compliance and estate and trust accounting
• Plan for succession of ownership and control of closely-held businesses
• Serve as a trustee or co-trustee of your estate and trusts to ensure your wealth will be transferred in accordance with your vision and in a manner that protects your loved ones, ensuring their long-term well-being
• Integration of philanthropic goals with income, estate and gift tax planning
• Federal as well as state and local income tax compliance and planning for fiduciaries
  
  

Strategic Philanthropy

We design and implement a charitable giving philosophy for you and your family.

In lock-step with our clients, we design and implement a charitable giving philosophy for you and your family. We enact a disciplined, strategic, multi-generational charitable giving plan, ensuring your philanthropic goals are achieved. We organize philanthropic vehicles, including foundations, trusts, and donor-advised funds, to carry on your values and legacy. We ensure both the ultimate strategy and the day to day execution provides for maximum tax efficiency.

Working with our clients, we educate and attain buy-in across family members, establish and often serve on the boards of directors, and maintain the infrastructure required to achieve their philanthropic objectives.

Trustee & Board of Directors

You have a vision for the future. We are the trusted partner to make that vision real.

We represent our clients’ interests while serving as trustee of their family trusts and as directors on the boards of their businesses, investments, and charitable foundations.

Trustee Services

Each and every client’s vision and desires for their families and their wealth are unique. We partner with our clients to develop a plan that ensures their dreams are realized.

As trustee of our clients’ trusts, we ensure the relationships are in place so that we can step in when needed to seamlessly fulfill our responsibilities to our clients. We understand the importance of the relationship and the varying emotional needs of loved ones that will need to be attended to in times of crisis. Our role is to provide stability, ensure your loved ones have the support they need, and that your plans are put into place in those difficult times.


Board of Directors Services

We often serve on the boards and as officers of our clients’ businesses, private investments, and charitable foundations. As our clients’ trusted partner we protect the company’s assets and our clients’ investment. In collaboration with other company board members and officers we set the company’s vision, mission and goals and establish a governance system that ensures the company remains on track to fulfill its mission and goals.

Wealth Preservation

We develop a protection strategy and organize your assets to ensure they are protected from creditors.

We develop planning strategies to shield assets from third parties both known and unknown.