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Family Foundation Services
Family foundations are useful for wealthy families who have strong charitable intentions, as they provide both income and estate tax benefits. We can serve as the investment advisor to your family foundation as well as provide a professional solution to streamline the management of your foundation. If you enjoy making the charitable decisions but would rather someone else handle all of the business aspects, we can also help.
Coordination Services
As a coordinator, we can provide information, knowledge, and insight into services being provided by external advisors, such as accountants, attorneys, insurance agents, bankers, etc. In these situations, our time requirements are generally limited, and we attempt to provide these services without additional cost to you.
Coaching Services
As a financial coach, we give you exercises and assignments to identify weaknesses in your behaviors and processes. Our ultimate goal is to convert “potential” into “accomplishments.” If you have communication, planning or educational concerns regarding responsible money management, the potential impact of inheritances, legacy planning, business ownership transitions, or other long-term family objectives, contact us to see how we can help you. When coaching assistance is desired, fees are based upon the actual time involved.
Consulting Services
As consultants, we provide information designed to fulfill a specific need. For example, we can provide a leadership role in estate planning rather than a coordinating role. We can also help you with corporate finance, loan application preparations, etc. Before beginning a specific assignment, we will define the parameters, estimate the time and costs involved, and work on an hourly fee basis. Depending upon the size and complexity of the project, we may require a retainer to get started.
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