Services

Service Offering

Entrepreneurs & Executives

Most of our services are tailored for Executives and Entrepreneurs,by identifying and planning for their complex needs. However ,we would love to meet with anyone to see how we may be of service through our partner firms.

Wealth Management

Executive, Family Office and Business, Assets Stewardship Planning
Executive Benefits & Deferred Compensation Planning
Insurance Planning (Life and Health benefits)
Income Tax Planning
Charitable and Lifetime Gift Planning
Estate Planning Coordination
Asset Protection & Risk Management Planning and Coordination

Business Management

Chief Financial Officer (CFO) & Accounting Services
Business Strategy Planning & Operations or Practice Management
Group Life & Health Insurance Planning
Firm/Practice Business Planning (Doctors, Lawyers, Consulting practices, Logistics, and other service companies) to include business risk management, retirement planning benefits.
Business Succession and Exit Strategy Planning