Consulting Services

A consulting engagement might be: 

• Cash flow and sensitivity analyses to answer the question:  How can I fulfill my legacy and charitable plans while maintaining my current lifestyle?
• Coordinating with estate planning counsel to incorporate financial elements of the plan
• Providing a second opinion on current investments, short of making buy, sell, or hold recommendations
• Selecting a trustee for a family trust 
• Coordinating with legal counsel to set up a Delaware trust and appoint independent trustees 
• Reviewing investment options and creating an investment policy statement for a sponsor of a 401(k) plan
• IRA distribution planning for owners and beneficiaries of IRAs
• Coordinating with tax advisers to consider Roth conversions
• Reviewing benefits for senior executives of public companies
• 401(k) education
• Educating young family members about family dynamics and family offices