What We Do

Business Owning & Ultra High Net Worth Families

As your trusted advisor, our team develops a detailed wealth plan designed to help you accomplish your financial, family and business objectives. With our thought leadership, innovative strategies, capabilities and experience we can help you determine:

  • What investment returns and cash flows are necessary for you to meet your objectives?
  • What business transfer and estate preservation strategies are suitable for your consideration and what are the possible benefits?
  • Will you have enough liquidity to meet your objectives?

We work with business owning and ultra-high net worth families to help them build and preserve wealth. We often serve clients in multiple industries – such as manufacturing, distribution, technology, engineering, healthcare, and retail.

Multigenerational Wealth Planning

To help you meet your goals, we develop a WealthPlan that will evaluate the status of your current wealth accumulation plan and objectives.

  • Understand your longer-term wealth goals enabling us to build various “what if” scenarios.
  • Review and analyze various wealth and liquidity scenarios allowing you to evaluate your options regarding major financial decisions.
  • Deliver a plan that brings clarity and builds a strong foundation for integrating investment, estate, and charitable objectives.

Multigenerational Wealth Planning

To help you meet your goals, we develop a WealthPlan that will evaluate the status of your current wealth accumulation plan and objectives.

  • Understand your longer-term wealth goals enabling us to build various “what if” scenarios.
  • Review and analyze various wealth and liquidity scenarios allowing you to evaluate your options regarding major financial decisions.
  • Deliver a plan that brings clarity and builds a strong foundation for integrating investment, estate, and charitable objectives.

Business & Estate Preservation Strategies

To help you meet your goals, we develop a Business and Estate Preservation Plan that creates a framework for longer-term business and estate planning decisions.

  • Understand your objectives, discuss issues that are relevant to your planning, and assist in implementing your planning as it relates to wills, trusts, estate planning documents and business holdings.
  • Review and analyze your current planning strategies to evaluate alternatives and ensure the successful transfer of substantial assets through advanced lifetime planning, gifting, and liquidity strategies.
  • Deliver a thoughtful and cohesive plan that balances lifetime needs with business, family, and charitable goals while managing projected federal estate and generation-skipping taxes and business transfer expenses.

Life Insurance Advisory Services

To help you meet your goals, we develop a risk management strategy to help you better manage and improve your life insurance portfolio.

  • Understand your liquidity needs and overall business and estate objectives.
  • Review and analyze current policies including expenses, illustrated performance and market comparables.
  • Provide a detailed portfolio review and provide advice for improving and better managing risk management assets.

Life Insurance Advisory Services

To help you meet your goals, we develop a risk management strategy to help you better manage and improve your life insurance portfolio.

  • Understand your liquidity needs and overall business and estate objectives.
  • Review and analyze current policies including expenses, illustrated performance and market comparables.
  • Provide a detailed portfolio review and provide advice for improving and better managing risk management assets.