Schedule a FREE consultation

Cottage Street | Advisors
(508) 748-0709

Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709
Home
Resources and Education
JOBS

Cottage Street | Advisors
(508) 748-0709

Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709 Cottage Street | Advisors (508) 748-0709
Home
Resources and Education
JOBS
More
  • Home
  • Resources and Education
  • JOBS
  • Home
  • Resources and Education
  • JOBS

Breadth of Customized Services

Potential areas of engagement

 

📈 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


Copyright © 2025 Cottage Street Advisors, LLC - All Rights Reserved. 

Site content may not be used without the express written consent of Cottage Street Advisors, LLC. 

Important Disclosures


Powered by