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

$750 per quarter

$3,000 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.

Services

Investment Advisory Services

Wealth Management Services

Family Office Services

"As for me and my household, we will serve the Lord." - Joshua 24:15