1) Integrated Wealth Management
a. Our approach brings together the disciplines of risk management and investment, estate, tax, retirement and philanthropic planning

2) Financial Planning and Portfolio Management
a. Develop financial road maps for achieving retirement goals and meeting educational expenses
b. Project cash flows to maximize retirement income by minimizing tax effects
c. Inform with market commentaries, monthly newsletters, and snapshots of your full financial position and expenses powered by a third-party vendor

3) Tax Planning
a. Plan proactively to limit effects of taxes on your investment gains as well as for tax expenses and business sales or transitions in consultation with your preferred CPA

4) Philanthropic Charitable Planning
a. Implement a philanthropic plan that meets your desire to make a difference and leave a legacy while also providing potential tax savings to your estate

5) Risk Management
a. Insure against catastrophic loss with policies that provide cash flow and asset protection customized to your needs and concerns
b. Connect clients whose financial, family or business needs require the services of a professional fiduciary with Trust services using a consolidated platform

c. Guard your important documents using a virtual "safety deposit box" or Generational Vault available 24/7. Never worry again about where you put trusts, wills, power of attorney, insurance policies, and other critical documents. Now, access all in one place

6) Institutional Portfolio Services (Outsourced Chief Investment Officer)
a. Provide fiduciary consulting for foundations, endowments and non-profit organizations

7) Alternative Investments
a. Access alternative investments for wealthy, sophisticated investors through our Fund of Funds including hedge funds, private equity, private credit, private real estate and other top tier managers that are not widely accessible
b. Assess complicated financial investments such as venture capital and transactions such as mergers and acquisitions and stock options

8) Retirement Plan
a. Identify the optimal retirement plan solution for your company including solo 401K, business retirement plan and profit-sharing plans