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200+ SERVICES

What Makes Us Unique:

Our CAPABLE team cares more about your dreams and aspirations than your assets.
Our highly-capable team has planned hundreds of cases using a proven planning process.
Our concierge relationship manager will follow through on all the details to help simplify your life and maintain available to you 24/7 access to your planning information through our highly-secure web site.
Our proprietary software integrates innovative planning instruments in a plan optimized for you with detailed annual balance sheet and cash flow numbers through life expectancy.
Our proprietary software integrates innovative planning instruments in a plan optimized for you with detailed annual balance sheet and cash flow numbers through life expectancy.
We provide a free discovery session and a "Value Proposition Letter" to show you the benefits and costs of planning before you engage us for planning.

Our Mission: "To help you realize your vision by implementing a comprehensive lifetime wealth blueprint for minimizing taxes and maximizing the value of your estate, your business, and transfers to your family members or favorite charities."

The Twelve Most Requested Family Office Services
Counselors 1. Clarification of Vision and Mission, Decision-making Processes, Ranked Priorities/Principles, Provisions for Heirs, and Plans to Prepare Successors/Heirs
Analysts 2. Documentation and Reporting
Planners 3. Transfer of Control/Mgt/Ownership/Cash Flow
4. Comprehensive Cash Flow/Inheritance Planning
Adviser Coordinators 5. Coordinating Trust Maintenance
6. Coordinating Philanthropic Projects
Binders/Publishers 7. Comprehensive Illustrations and "Blueprints"
Licensed Implementers 8. Portfolio Management (RIA)
9. Tax and Compliance Work (CPA)
10. Legal Document Execution (JD)
11. Risk Management (Insurance Professional)
Evaluators/Educators 12. Family Meetings and Education

 

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.