Advanced Financial Planning

When moving against the wind, a sailboat’s captain will adjust the jib to gain speed and stay the course. This service is our most robust offering and helps families both grow and preserve their wealth while navigating their daily financial decisions. This service level requires minimum investable assets of $1 million and quarterly review meetings.

• Wealth Enhancement and Protection Planning — Multi-generational wealth transfer.
• Tax Optimization Strategy — At higher federal and state income tax levels, we can deploy tax-favored planning strategies to generate higher after-tax benefits.
• Charitable Giving Planning — Using specific trust vehicles or Donor Advised Funds can increase the impact of your charitable gifts.
• Banking, Structured-Lending and Income Solutions — Access to private banking and lending services.
• Endowment Guidance — Strategies to ensure a specific perpetuation of income from financial assets.
• Concentrated Stock Risk Management — We can manage concentration risk through an option enhancement strategy while producing additional income from the asset.
• Business Succession Planning — Manage the transfer of a privately held business to your designated successor.
• Business Acquisitions — Independent valuation and acquisition plan design.
• Intermediated Installment Sales — Strategies to manage capital gains from the sale of highly appreciated assets.
• Real Estate Investment Planning — Independent analysis of real estate investments and qualified real estate exchange planning.
• Cross-Border Planning — International investment planning and management.
• Additional Services — All clients in the Advanced Financial Planning service tier also receive benefits associated with Core Investment Management and Foundational Financial Planning.