Our Business Continuity services include:

  • Leadership succession
  • Estate planning
  • Discriminatory benefits for key executives (salary continuation/deferred compensation)
  • Phantom/synthetic stock options

We also put you at the center of our national network of experts in the following disciplines:

  • Accounting
  • Tax law
  • Business valuation appraisal
  • Family business psychology

 

Our Investment Management services include:

  • Portfolio evaluation
  • Investment policy development, including objectives, risk profiling, and asset allocation policy
  • Manager selection
  • Security selection
  • Continuous active management and portfolio rebalancing
  • Investment fee analysis

 

Informing and communicating with our clients is one of our highest priorities. We offer:

  • Monthly commentary
  • Monthly and/or quarterly reporting
  • Quarterly and/or annual meetings
  • On-call access to our lead investment partners and/or a senior team member

 

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