Breadth of Customized Services
Potential areas of engagement
- 401(k), 403(b), and IRA recommendations
- 2nd opinion of your existing investment portfolio and strategy from a fiduciary
- Portfolio optimization
- Asset correlation analysis
- Full Financial Planning, estate planning; family legacy and wealth transfer strategies
- ESG - Environmentally friendly and socially responsible investing in companies with strong corporate governance
- Independently sourced venture capital / private equity / angel investing opportunities
- Business offer or acquisition evaluation
- Business plan or business operations analysis
- ESOP, ESPP, RSU Restricted stock and option management and exercise strategy
- Financial or operational insights into your business interests
- 401(k) plan selection and investment line-up recommendations for businesses
- Evaluation of buying or selling personal or investment real estate
- Board service (corporate or non-profit)
- Coach, manage, mentor children or siblings in business or charity operations
- Help with loss of a loved one; eldercare decision making
- Trustee services
- Family philanthropy; grant and scholarship making; charitable giving
- Analyze and audit recommendations from other third party professionals
- Independent investment analysis, investment management or SMA
- Robo advisor like portfolios
- Bond ladder construction
- Derivative or currency strategies to manage risk
- International securities
- Tax implications and analysis; tax sensitive strategies
- Workplace benefit election, workplace investing and executive compensation strategies
- Longevity planning
- College planning, saving and selection.
- Invoice / bill-pay services
- Valuation, appraisal and possible display or disposition of wine, art, collectibles or antiquities