OUR TYPICAL CLIENT:
- Assets of $10 million or more (minimum of $2 million)
- Some (perhaps a significant) degree of family/financial complexity
- An ongoing need for our services
OUR SERVICES:
Wealth Transfer Planning
- Develop estate and gift plans built around client/family objectives
- Administer lifetime and testamentary giving plans
- Coordinate with your attorney to draft legal documents as needed
Retirement Planning
- Evaluate alternatives and implement strategies as you approach retirement
- Facilitate rollover, annuity, and other transfers
- Align beneficiary designations with overarching plans
Tax Planning
- Formulate strategies to minimize the impact of estate, income, and gift/GST taxes
- Assess, analyze, and implement tax plans
Income & Cash Needs Planning
- Establish and refine cash flow plans
Charitable Planning & Family Philanthropy
- Recommend appropriate giving techniques and approaches
- Develop and Implement personal giving plans with multigenerational objectives
Trust Administration
- Act as agent for individual trustees and personal representatives, alleviating the cost of using corporate fiduciaries and the burden of serving individually
- Interpret fiduciary responsibilities
- Provide guidance in distribution requests
- Beneficiary education and mentoring
Private Foundation Administration
- Structure and governance advice
- Foundation and grant administration
- Coordinate with tax professionals for preparation of 990 PF return
OUR RATES:
- 0.30% on the first $2 million / 0.25% thereafter (minimum annual fee of $6,000)
- Special situations (e.g., estate administration): negotiated fixed fee
