Financial Planning
- A clear picture of your current financial
situation
- Comprehensive financial planning
and projections
- State-of-the-art portfolio analyses
- Insurance planning and evaluation
- Balance sheet management
- Risk management
- Customized financial decision support tools
- Analysis of options, restricted stock and
other complex financial instruments
Investment Planning, Oversight
and Reporting
- Establishment of strategic asset allocations
and investment guidelines
- Introduction to and/or evaluation of
investment advisors, consultants and
managers
- Consideration of relevant tax and estate
planning implications
- Preparation of consolidated portfolio reports
- Ongoing performance monitoring and
re-balancing of asset allocations
| Income Tax Planning and Preparation
- Sophisticated tax-minimization strategies
- Preparation of individual, corporate,
foundation, partnership, fiduciary, and gift
tax returns
- Transactional planning and structuring
- Representation before tax authorities
Estate Preservation and Legacy Planning
- Wealth preservation and distribution strategies
- Succession and philanthropic considerations
- Coordination with other professional advisors
- Integration with income tax and investment
strategies
Cash Management, Financial Reporting and Other Recordkeeping
- Cash flow planning and projections
- Bill payment and bookkeeping
- Domestic payroll and payroll taxes
- Periodic cash flow, balance sheet and
other financial reports
- Medical claims processing and follow-up
- Maintenance of private investment records
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