The Encompass Account Manager
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 efficiency and optimizing investment allocation.
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.