top of page

 

Financial

 

  • Consolidated Reporting

  • Account Reconcilation

  • Asset Aggregration

  • Fee Structure Analysis

 

Day-to-Day Money Management

 

  • Bill Pay and Reporting

  • Cash Flow Analysis

  • Budgeting

  • Expense Analysis

 

Consulting

 

  • Coordinate Client's Legal, Financial and Tax Advisors

  • Attend Meetings with Advisors

  • Charitable Giving Analysis

  • Estate Disposition

 

Periodic Assessment & Review

 

  • Assessment and Periodic Review of Client's Financial and Legal Affairs

  • Estate Planning Review

  • Insurance Assessment

  • Gift Tax Coordination

bottom of page