We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most.

Family strategy
Values, vision, family investment philosophy, family financial independence

Financial management & reporting
Personal financial statements, cash flow reports, budgets, investment reporting, tax planning

Risk management
Life, disability, long-term care, health insurance, property & casualty, creditor protection

Financial planning
College education savings, retirement, major purchases, social security

Family savings & investments
Portfolio management, investment selection, performance monitoring & benchmarking, asset allocation

Estate & legacy planning
Financial independence, family legacy, community legacy & impact, estate tax planning

Philanthropy
Private family foundations, donor-advised funds, charitable giving plan

Business planning
Succession & exit planning, cash management, business continuation planning, key employee retention & compensation