DELIVERING PEACE OF MIND

Family office services, namely, assisting families and individuals with management of their business affairs, namely, family governance services in the nature of business management and succession planning of family-owned businesses, asset acquisition and management, namely, evaluating and structuring major acquisitions of real estate and personal property, bookkeeping, domestic payroll processing, and tax planning and advisory services

Financial services, namely, wealth management services. Family office services, namely, financial philanthropic gift planning, financial planning and advisory services, financial planning for retirement, investment consultation and advisory services, and wealth transfer and estate planning