It’s all about planning.
Investment plans are not created in a vacuum – by tying portfolio strategy to an exhaustive planning process (which includes cash flow needs, tax implications, the impact of inflation, expected windfalls, reserve requirements, special purchases, mom and dad, kiddos) cash flow planning and projections become dynamic. We use a powerful, sophisticated and customizable tool to drive a high level financial planning process that is at the core of your needs.
While your philanthropic wishes will certainly involve a tax planning component and estate planning component, proper charitable planning is not merely tax and estate driven. At the core of services are values, we want to understand your wishes – both present and future – and to optimally execute on your aspiration.
A highly diversified set of professional contacts in various business services, legal services, business capital needs, all the way to a Strategic Advisory Network of investment banks and partners, the value-added capabilities for your business planning are near ideal.