Services for Families:

  • Pre-sale planning for entrepreneurs facing a liquidity event
  • Wealth planning after a liquidity event
  • Preparing for family business transitions
  • Liquidity and liability analysis
  • Planning and family dynamics
  • Estate and insurance analysis
  • Investment management consulting
  • Trust and fiduciary consulting

Services for Nonprofit Organizations:

  • Foundation, endowment and planned giving
  • Fiduciary compliance consulting
  • Spending policy consulting and development
  • Investment policy consulting and development
  • Strategic asset allocation studies
  • Manager search and selection
  • PRI and MRI analysis
  • Custom performance reporting
  • Ongoing investment manager due diligence
  • Custody and trustee searches

Services for Retirement Plan Sponsors:

  • Defined benefit and defined┬ácontribution investment management consulting
  • 3(21) and 3(38) fiduciary consulting
  • Investment policy consulting and development
  • Asset allocation studies
  • Asset / liability analysis
  • Manager search and selection
  • Institutional performance reports
  • Vendor reviews
  • Vendor searches