Financial Planning

Preserving Capital

We become our client’s principal financial advisors on an ongoing basis. Working closely with a client’s attorneys and accountants, we help our client define financial goals and then develop and execute a comprehensive plan to achieve them.

Our services include:

  • Budgeting and Cash Flow Management
  • Tax Planning
  • Structuring of Trusts, Foundations, Family Gifts, and Charitable Contributions
  • Pre and Post-Retirement Planning
  • Insurance Analysis

We encourage our clients to develop a comprehensive financial plan because we believe planning is an essential part of preserving wealth and making it grow. This service, which is usually the first step in portfolio management, is included under the investment advisory fee with no extra charge. 

We review our client’s assets, income needs, family situation, tax circumstances, and other considerations in order to establish investment objectives. We seek to meet fully the intergenerational needs of families on an ongoing basis. In many cases, this counseling leads to the establishment and/or management of trust, foundation, retirement, and other portfolios.