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Integrated
Planning
Need Analysis
Life Priorities Analysis
Service providers fee analysis
Retirement, Estate and Tax planning
Financial Planning
Corporate Succesion Planning
Corporate due diligence
Risk
Management
Risk Analysis and policy development
Insurance need analysis
Bank financing analysis
Liability management
Custody and relationship
Trusteeship
Estate administration
Private trusts
Agent for trustee
Corporate trust selection
Custodial selection
Record
keeping and Reporting
Consolidated statements Analysis
Record keeping and administration
Investments
Investment Strategies
Asset Allocation
Investment policy
Internally managed assets (in-house managers)
Externally managed assets (external managers)
Performance Reporting
Family
Continuity
Priorities andLifestyle Analysis
Corporate Structures
Education
Family Meetings
Conflict resolutions
Family
Philanthropy
Legacy and Values
Foundation management
Member giving & strategies
Lifestyle
Management
Cash Flow management (includes bill paying)
Property Management
Arts & boats management
Travel Management
Professional service providers identification
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