SERVICES
Your wealth should serve your values. We ensure it does.
The complexities of significant wealth extend far beyond financial management. Our integrated approach addresses every aspect of wealth stewardship through four essential service areas, each designed to protect and preserve what matters most.
Integrating seamlessly within your existing advisor eco-system, we provide the comprehensive support and pragmatic solutions your wealth requires.
Financial Stewardship
Streamlined wealth management and tax optimization, bringing clarity and efficiency to complex financial structures.
DELIVERABLES INCLUDE:
+ Tax compliance
+ Financial reporting
+ Architectural tax structuring
+ Investments – consolidated reporting
+ Financial / Net worth / Liquidity / Probate
Financial Stewardship
Streamlined wealth management and tax optimization, bringing clarity and efficiency to complex financial structures.
DELIVERABLES INCLUDE:
+ Tax compliance
+ Financial reporting
+ Architectural tax structuring
+ Investments – consolidated reporting
+ Financial / Net worth / Liquidity / Probate
Estate Planning & Family Governance
Strategic planning that protects and preserves your wealth while strengthening family bonds across generations.
DELIVERABLES INCLUDE:
+ A detailed estate plan
+ Wills, Trusts, Letter of Wishes and Alter Ego Trusts
+ Planning to ring-fence assets or operations
+ Credit proofing vis-à-vis inheritance, etc.
+ Succession Planning
+ Estate obligations
+ Governance structuring
Philanthropic Impact
Transform your success into meaningful impact, creating lasting legacy through purposeful giving.
DELIVERABLES INCLUDE:
+ Philanthropic plan design
+ Implementation of a Private Foundation
+ Donor advised fund, either Independent or via Public Foundation
+ Testamentary gift funding alternatives
+ Tax plan integration
Philanthropic Impact
Transform your success into meaningful impact, creating lasting legacy through purposeful giving.
DELIVERABLES INCLUDE:
+ Philanthropic plan design
+ Implementation of a Private Foundation
+ Donor advised fund, either Independent or via Public Foundation
+ Testamentary gift funding alternatives
+ Tax plan integration
Lifestyle & Personal Support
Comprehensive personal support that simplifies the complexities of wealth, providing peace of mind in every aspect of life.