• Comprehensive financial oversight of all liquid and illiquid financial assets consolidated financial reports and performance analytics of all estate activity in accordance with an established Mission Statement.

• Family-level financial reporting

• Tax planning, tax efficiency counseling including tax efficient investment strategies, consolidated performance and tax reporting.

• Real estate investment strategies and reporting.

• Margin lending solutions

• Philanthropy

• Family governance

• Cash Balance Plan strategies for Top Line Tax Mitigation

• Work with multiple Third-Party Administrators to create bespoke plans

• Collaborate with CPAs, payroll companies and TPAs to enhance retirement strategies

Targeting credit opportunities

• Create tailored structured product solutions specific to client risk profiles

• Strategic partners in private credit allow for unique strategies for more predictable return

• Enhanced risk mitigation with recourse, first and second lien as well as asset backed lending

• dynamic financing as an alternative to traditional SBA loans rounds, utilizing our network of loan originators and revenue-based lenders to secure the most favorable terms for our clients.

• Our team will source, perform thorough due diligence, and review best in class managers, to find unique alternative investment opportunities:

• Private Placement Securities

• Business Development Companies

• Real Estate, Private Equity

• Venture Capital

• Hedge Funds

• Commodities

• Managed Futures

• Lending Funds

* Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.