Services
Personal Investment Profile creation
- Closely held business; review of financials, valuation estimate
- Stocks & bonds, 401 k, IRA investments; review of managers & performance
- Concentrated public equity positions; potential hedging strategies
- Real Estate; current valuation, mortgage review, insurance, rent and lease agreements
- Private Equity; valuation/performance review of investment partnerships, and/or as an investor/employee in private company
- Hedge Funds; review of managers, strategies, and investment results
- Tax and Estate Planning Review
- Philanthropy; review of current programs
- Insurance Review, health, life & property
- Monthly spending review
Investment Policy Creation
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Evaluation of financial goals, liquidity needs and risk tolerance
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Creation of new target asset allocation, if deemed necessary
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Investment Strategy to achieve new allocations if necessary
Family Office Services
- Asset Allocation Review and Maintenance
- Review & Analysis of Investment Opportunities
- Manager Selection & Review
- Tax/Estate Planning
- Real Estate Property Management
- Philanthropy; Strategy, Goals
- Administration of Trusts
- Book keeping, Bill Paying
- Concierge Services