Services
We offer three types of services. We charge a flat fee for each type of service based on your individual financial situation and needs, not on the size of your family’s assets.
Investment Advisory Services
Financial planning
Asset allocation
Access to institutional funds
Basic tax strategies
Portfolio review
Quarterly investor letter
​
​
​
​
​
​
​
$1,250 per quarter
$5,000 per year
Wealth Management Services
Multi-generational wealth planning
Investment management
Asset allocation
Trustee services
Advanced tax strategies
Portfolio review
Customized investor reporting
Quarterly investor letter
​
​
​
​
​
$2,500 per quarter
$10,000 per year
Family Office Services
Multi-generational wealth planning
Family governance
Investment management
Asset allocation
Security selection
Direct investment opportunities
Trustee services
Private foundation structuring
Philanthropic planning
Advanced tax strategies
Portfolio review
Customized investor reporting
Quarterly investor letter
monthly retainer call for pricing
We always charge a flat fee based on our cost to service your account that doesn’t increase just because your assets grow.
Contact us to schedule a free initial consultation.