Advanced Planning Strategies

Some families possess circumstances that require extremely detailed work of a highly specialized variety. In those cases, we are happy to provide the following services.

Ultra High Net Worth Planning

If your family possess over $30 million of investable assets, then standard financial planning is unlikely to cover the full extent of your concerns. That is why we offer additional solutions to address issues like wealth preservation, governance, and philanthropy.

Business Ownership

Your business might be your largest investment; but that investment is typically illiquid with an uncertain value. Our team provides business valuation, retirement plan administration, and access to lending programs so you can get the most out of your business.

Special Needs Planning

Special needs families require a level of knowledge and experience few wealth managers possess. Luckily, we have the tools and connections to help you manage lifetime cost of care, benefit eligibility, funding plans, and trust service concerns for your loved ones.