Financial Planning is about knowing where you are, feeling confident about where you’re going, and having access along the way to the right reporting and just-in-time information so you know where you stand. We craft strategies that keep you in alignment with your goals, planning proactively to adapt to your changing world and take advantage of new financial opportunities.
Business Succession Planning
We understand the interplay between the personal and professional aspects of business succession, whether it’s transferring your business to the next generation or preparing for a sale. We help you navigate the complexity of what an offer really means for your financials and how it might impact your tax, estate, and other strategies, and remain intentional about exploring life after the sale.
With increased wealth comes increasingly complex estate planning, but at the heart of it is the need for peace of mind that your family will have the financial stability you envision, no matter what happens. We work with your attorney or connect you with a new one to help you cut through the complexity and make sure your concerns are addressed and your family is in good hands.
We design and implement a portfolio strategy to meet your financial goals. Through a combination of private and public investments, we navigate the quickly shifting investment landscape on your behalf so that you can deploy wealth without taking on unnecessary risk. Learn more about our investment approach
Effective tax strategies allow you to keep more of the wealth you’ve created, and preserve it for future generations. We partner with tax professionals from our network or yours to build effective strategies for annual planning, as well as liquidity events. Then we coordinate the details so you don’t have to.
If philanthropy is part of your approach, we work through the technical components with you, helping you to navigate questions like how much to give, how to create a tax effective gifting strategy, and how to ensure funds are being used properly. We also see philanthropy as a powerful opportunity for multi-generation collaboration and education, and enjoy helping families craft their unique approach.