Advanced Financial Planning

When moving against the wind, a sailboat’s captain will adjust the jib to gain speed and stay the course. Our Advanced Financial Planning service is our most robust offering. It helps families grow and preserve their wealth while navigating their daily financial decisions. This service level requires minimum investable assets of $5 million and review meetings custom-scheduled for your busy lifestyle and needs.

Wealth Enhancement and Protection Planning —

From concentrated stock risk management to irrevocable trust designs, permanent gifting and systematic generational wealth transfer strategies, advanced financial planning is complex. We make sure you’re taking advantage of the right opportunities to build, preserve and pass down your hard-earned wealth.

Tax Optimization Strategy — 

At higher federal and state income tax levels, we can deploy tax-favored planning strategies to generate higher after-tax benefits.

Charitable Giving Planning —

Using specific trust vehicles or Donor Advised Funds can increase the impact of your charitable gifts.

Banking, Structured-Lending and Income Solutions —

Access to private banking and lending services.

Endowment Guidance —

Strategies to ensure a specific perpetuation of income from financial assets.

Concentrated Stock Risk Management — 

Concentrated stock positions are risky. We manage that risk through our option enhancement and tax transition strategies.

Business Succession Planning —

Manage the transfer of a privately held business to your designated successor.

Business Acquisitions —

Independent valuation and acquisition plan design.

Intermediated Installment Sales —

Strategies to manage capital gains from the sale of highly appreciated assets.

Real Estate Investment Planning —

Independent analysis of real estate investments and qualified real estate exchange planning.

Cross-Border Planning —

International investment planning and management.

Additional Services —