Financial Planning
- Family legacy planning
- Philanthropy and foundation consulting/management
- Critical documents tracking, record keeping and archiving
- Retirement income planning
- Asset protection
- Gifting strategies
- Coordination with trust and estate attorneys
Accounting and Bookkeeper Services
- Cash Flow Analysis and Budget Projections
- Accounts receivable/accounts payable tracking
- Bank and credit card statement reconciliation
- Payroll administration and payroll tax payment processing
- Gathering and organizing information for 1040s, 1041s, 990s
- Tax preparation planning
- Tax payment/schedule compliance
- Coordination with outside CPAs and tax attorneys
Lifestyle Management Services
- Assistance with major purchases and financing (real estate, capital equipment, autos, aircraft, yachts, office leases, etc.)
- Residential property management
- Placement and coordination with outside private travel and concierge services
- Personal risk management and insurance oversight
- Client employee staffing assistance, research, interview, screening, background checks and payroll
- Privacy management coordination
Business Consulting
- Strategic business planning
- Business Formation and Entity Selection
- Business banking, debt and lending analysis
- Corporate compliance and administration
- Business operations and work flow consulting
- Risk management and insurance review
- Business succession planning
- Employee and executive benefits consulting/tracking
- Employer retirement/benefits plan consulting and implementation
- Staff selection assistance
- Banking and credit relationship management
Mail and Billpay Services
- Home address confidentiality; centralized mailing address for listings, delivery and billing
- Mail reception, processing, storage and forwarding
- Online access to digital copies of mail
- Bill paying services