For larger and more complex estates we can provide additional multi-family office services. We often work closely with our client’s advisory teams including attorneys and CPA’s, among others.

Other Services

• Cash flow projections, including stress testing
• Liquidity and cash reserves analysis
• Insurance review and entity planning
• Second generation education and guidance
• Compensation analysis
• Alternative investments, including direct real estate, private equity/debt, and venture capital

Note: No bill-pay services are rendered.

Case Study

A client’s father passed away suddenly with a limited succession plan for the family business which primarily consisted of extensive real estate holdings with insufficient liquidity. We assisted the client with assembling, and then working closely with, a select team of professionals including attorneys, CPA’s, pension administrators and other consultants to address the immediate needs and then, ultimately, we assisted with developing a long-term strategic financial and estate plan for the heirs. An important first step was the evaluation of numerous inherited real estate holdings and advice on the pros and cons of retaining each asset. It was also important for our clients to build more liquidity and diversification into their overall investment portfolio, which was accomplished over the next several years. Ultimately, estate tax savings were achieved, and after the estate was restructured with advanced estate planning strategies the needs of the next generation and their families were better served.