No two situations are the same. Considerations for portfolio management include different, visions, timelines, tax situations and risk tolerances for your wealth. In addition, you may have highly concentrated positions, low-cost basis holdings, desire for an ESG specific portfolio. Because of these differences we will build a custom portfolio tailored to address our client’s unique needs.

To supplement your traditional banking needs we can provide FDIC protection up to $2,500,000, access to higher interest rate accounts and debit card with free worldwide ATM access. In addition to cash solutions, we provide lending solutions with competitive rates. Non securitized mortgages, securities backed lines of credit with simple no fee applications.

In every step of our planning, we take great care to make sure you are being as tax efficient as possible. In addition to proactive tax planning for life events such as selling a piece of real estate, transitioning your business or gifting we will work with your tax team through the year to make sure you are taking advantage of all appropriate strategies.

There are many vehicles and strategies to choose from to accomplish your giving intentions. Some strategies allow you to retain control of assets while some strategies require irrevocable gifts Once we have a clear picture of your giving goals, we will educate you on the appropriate strategy or strategies and help you with the implementation process.

Leaving a meaningful legacy to future generations and charities requires an estate plan that is current with innovative strategies that address constantly changing laws. In addition to helping, you map out the most efficient way to transfer your wealth we have trust and corporate trustee services to meet your needs.

Conservation goes beyond portfolio risk mitigation. We need to make sure your vision is protected against litigation, creditors and health events. We will review the titling of your assets and audit your insurance policies and give our recommendations.