Bringing forward our dedicated experts, we help with:
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Investments
- A customized portfolio for you based on your unique circumstances, time horizon and risk tolerance
- Consultation services and professional trade execution for families of significant wealth, quasi-institutions, corporations and non-profit organizations
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Financial Planning
- Understand how much capital you need to be secure and financially independent
- A financial projection to address concerns at any life stage, such as gifting to children or security in retirement
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Tax & Estate Planning
- Benefit from an awareness of tax-smart strategies personalized to your circumstances
- Ensure your Will and estate planning are efficient and tax effective
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Insurance
- A review of your existing insurance policies
- Purpose-driven insurance solutions to achieve tax minimization and protect your family
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Philanthropic Giving
- Consultation on legacy giving
- Public foundations, private foundations, trusts, etc.
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Business Owner Services
- Personal and Commercial lending
- What is your business worth, what to do to make it worth more before sale, tax strategies
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Non-Profit Foundations
- Specialized banking services
- Data analytics to help non-profits improve fundraising and awareness