Creating a Lasting Legacy Shouldn’t Keep You Up at Night
You’ve worked hard to get where you are. What does the future of your family and business look like?
Our firm can put together a plan that protects what you already have and create the future that you want. Regardless of the industry or category, if you have complex tax and financial structures we can help.
We work with private clients and their businesses to ease the burden of organizing, evaluating, and monitoring businesses and investments. By working alongside our clients and other trusted advisors, such as wealth advisors and estate attorneys, we provide an objective, flexible, and tailored approach, so you’ll get the level of service and insight you expect.
Services we offer
Cash flow management and bookkeeping
Charitable gift planning
Client education and family meetings
Estate, tax, and financial planning
Family gift and legacy planning
Family office accounting services
Outsourced CFO/Controller services
Strategic philanthropic development