Consulting Services
As Family Wealth Advocates®, we provide a wide range of custom tailored services to families, family offices, individuals, business owners, and executives. These include:
| Preserving Family Wealth | Working as an objective educator, mediator, and motivator, we develop programs and processes that preserve family unity, values, and heritage. We facilitate proper technical tools in wealth preservation to save taxes, enhance returns and maximize family relationships. Providing insight and process to facilitate family offices. |
|
|
|
| Succession Strategies | Utilizing a comprehensive approach that includes specific processes and tactics to address family dynamics and create the greatest potential for succession. We seek to reverse the statistic that nearly 70% of businesses do not make it through the first generation. |
|
|
|
| Comprehensive Planning | Helping establish a comprehensive approach to meeting personal, family, and financial objectives. Designing a unique plan, along with your other advisors, to maximize the control of wealth and assets while enhancing family unity. |
|
|
|
| Investment Policy, Strategy, Asset Allocation | Developing overall investment objectives and an investment policy statement. Evaluating an array of strategies related to income and capital gains taxes. Providing asset allocation analysis and rebalancing strategies to meet the goals of the family, the business, and established trust vehicles. Analyzing the role of alternative asset options. |
|
|
|
| Investment Monitoring | Advocating your position in manager assessment, selection, and monitoring. |