📈 Investments & Portfolio Management
- Manage investment portfolios for individuals, families and institutions
- Optimize portfolios for risk, return, and tax-efficiency
- Manage ESOPs, ESPPs, RSUs, and stock option strategies
- Conduct asset correlation analysis
- Construct bond ladders for predictable income
- Recommend ESG-aligned investments (Environmental, Social, Governance)
- Create robo-advisor-style portfolios for hands-off investors
- Develop derivative or currency strategies to manage risk
- Evaluate international securities and global diversification
- Offer independent investment analysis and separately managed account (SMA) solutions
- Provide a second opinion on your existing portfolio and strategy
👨👩👧 Financial Planning & Wealth Transfer
- Deliver full financial plans, including estate and legacy strategies
- Provide estate planning services through ILITs and other trusts
- Assist with longevity planning and income projections
- Support college planning, saving, and school selection
- Help manage the financial aspects of eldercare or the loss of a loved one
💼 Business Owners & Entrepreneurs
- Analyze business offers or acquisitions
- Review and develop business plans or operational strategies
- Provide financial insights into closely held business interests
- Recommend 401(k) plan design and investment line-ups for employers
- Coach or mentor family members in business or charitable roles
💰 Philanthropy & Trusteeship
- Facilitate family philanthropy, including grants and scholarship funds
- Offer trustee services for family trusts or charitable entities
- Guide charitable giving strategies for maximum impact and tax benefits
🧾 Tax Planning
- Review of tax returns and recommendations for optimization
- Tax implications analysis and tax-sensitive investment strategies
- 1031 Exchanges, including Delaware Statutory Trusts (DSTs)
- ESOP 1042 Exchanges for business owners
- Workplace benefit elections and executive compensation strategies
🧐 Oversight & Specialized Advice
- Audit or review third-party recommendations from attorneys, CPAs, or advisors
- Provide independent analysis on investment products or financial strategies
- Evaluate personal or investment real estate opportunities
- Serve on corporate or nonprofit boards as a fiduciary or advisor
- Appraise, value, and advise on the sale or display of wine, art, collectibles, or antiquities
🆕 Additional Services
- Coordinate household finances through invoice and bill-pay services
- Offer cybersecurity best practices for digital financial safety
- Facilitate insurance reviews for coverage adequacy and premium efficiency