Your Family Office
- Mission statement
- Business plan
- Investment policy statement
- Family office structure
- Board of Directors, Advisory Committee
- Contingency plan
- Periodic review procedures
Investment
- Asset allocation
- Investment management selection
- Monitor investment performance
Administrative Functions
- Budgeting and financial statements
- Cash flow management
- Bill paying
Income Tax
Services
- Tax planning
- Tax compliance
- Development of tax strategy plan
Family Retreat
- Planning and education
- Mentoring
Wealth Transfer
- Estate planning
- Business succession planning
- Trust administration
- Valuation services
Philanthropic Giving
& Management
& Management
- Private foundation
- Split interest trusts
- Donor advisory funds
Technology
Services
- Document retention and record management
- Network services
- Software review
Insurance Assessment & Management
Legal Services
