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200+ SERVICES
What Makes Us Unique:
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Our CAPABLE team cares more about your dreams and aspirations than your assets.
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Our highly-capable team has planned hundreds of cases using a proven
planning process.
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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.
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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.
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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.
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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.
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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."
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The Twelve Most Requested Family Office Services
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Counselors
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1. Clarification of Vision and Mission, Decision-making
Processes, Ranked Priorities/Principles, Provisions
for Heirs, and Plans to Prepare Successors/Heirs
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Analysts
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2. Documentation and Reporting
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Planners
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3. Transfer of Control/Mgt/Ownership/Cash Flow
4. Comprehensive Cash Flow/Inheritance Planning
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Adviser Coordinators
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5. Coordinating Trust Maintenance
6. Coordinating Philanthropic Projects
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Binders/Publishers
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7. Comprehensive Illustrations and "Blueprints"
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Licensed Implementers
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8. Portfolio Management (RIA)
9. Tax and Compliance Work (CPA)
10. Legal Document Execution (JD)
11. Risk Management (Insurance Professional)
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Evaluators/Educators
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12. Family Meetings and Education
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