Services

Lifestyle management:
Bill paying and payroll 
Cash flow management 
Budgeting

Accounting and reporting:
Personal accounting 
Accounting for closely-held entities 
Consolidated financial reporting 
Consolidated investment performance reporting 

Taxes:
Tax planning and compliance 
Estate and financial planning 
Life insurance planning and policy review 
Multi-generational planning Business and succession planning

Philanthropy:
Mission statements and planning 
Personal giving 
Foundation management