Provides a comprehensive wealth-transfer analysis in light of the family's objectives, including basic and sophisticated arrangements, inter-generational trusts, philanthropic entities and valuation discount techniques.

Uses a flexible approach in reviewing all asset holdings for appropriateness and efficiency, optimizing investment allocation and evaluating existing money managers and alternative investments.

Prepares tax returns for families and related trusts, family partnerships, corporations and private foundations; projects liabilities and recommends tax-reduction strategies; and handles correspondence from taxing authorities.

Reviews insurance policies to evaluate value and risk exposure and structures complex insurance arrangements.

Provides a bill-payment service, through a dedicated bookkeeper, that is coordinated with cash management, cash-flow projections based on spending patterns and tax planning.

Arranges financing alternatives.

Provides sophisticated and consolidated financial reporting including a net-worth statement, asset allocation and investment performance, estate flow chart, cash flow and tax projection.

Acts as a gatekeeper and sounding board for solicitations, proposals and ideas.