Services and Fees
Services
We provide comprehensive wealth management, which includes Investment Management, Advanced Planning and Coordination of Providers. We take proactive responsibility for leading the process while clients retain full decision-making authority.
Investment Management
- Needs & Risk Analysis
- Strategic Asset Allocation Advice
- Systematic Rebalancing
- Transparent Reporting
- No Hidden Fees - Compensation from clients only
- Sustainability and Impact Investing
- Income Planning
- Managing around Concentrated positions
- Manager Selection, Due Diligence and Monitoring
- Overall Asset Allocation monitoring and reporting
- Managing risk around large liquidity events
Advanced Planning
- Estate Planning
- Charitable Giving
- Income and Estate Tax
- Cash Flow
- Risk Management and Insurance
- Company Benefits Package and Compensation
- Executive Benefits
- Wealth Transfer
- Stewardship Development for children ages 5 to 65
- Short-Term and Long-Term Goal Planning
- Transitions around Aging Gracefully
Coordinating Providers
- Trustee Services
- Executor Services
- Tax Preparation
- Legal Document Preparation
- Insurance Providers
- Employer Benefits
- Employee Benefits
- Bookkeeping
- Getting Organized
Fees
We receive compensation exclusively from our clients, which helps avoid conflicts of interest.
Client families compensate us based on a percentage of the assets we manage for them. Most families pay less than the industry standard 1%.
For families that are not currently clients, we offer tailored consulting and implementation support for a flat fee based on the expected time and resources required.