Objective 1:
Understand the needs of wealthy familiesObjective 2:
Help wealthy families preserve wealthObjective 3:
Empower a planning team with resources to go beyond the traditionalObjective 4:
Provide impeccable quality cost-effectivelyObjective 5:
Integrate any of more than 200 planning instruments into your planObjective 6:
Overcome frustrations expressed by wealthy familiesObjective 7:
Achieve benefits not available elsewhere
Purpose•Objective 5:
Integrate any of more than 200 planning instruments into your plan

The following is a representation of the breadth and sophistication of over 200 services and strategies provided by Family Office Services professionals – for achieving the desired objectives of your family.


Click to samples of some of the 200 tools:

Employee Stock Ownership Program
Qualified Plan Strategy
Super CLAT
Charitable Remainder Trust
The Optimized Portfolio System
Grantor Deemed Owner Trust


Objective 5:
Integrate any of more than 200 planning instruments into your plan

Revocable Trusts
Irrevocable Trusts
  Incentive Trusts
DSPAs
  Health Powers
Long Term Care
Business Continuity Planning
Compensation Planning
Costless Collars
Newstar
Leveraged ESOP
Synthetic Equity
Tax-free Sale of
S-Corp
Conversion of Paper Profits
Advanced Asset Allocation
LLC
Private Equity
402(e) Rollover
ESO Foundation
Portfolio Design
Exchange Traded Funds
Contingent Deferred Swap
Dynasty Trusts
Offshore Investments
Tundra Trusts
ESOP
GRAT
QPRT
CLAT
Multi Class FLP
ILIT
CRT
ULP
Short Term CRT
QDOT
NIMCRUT
IRA Access Strategy
Family Bank
Stock Option Strategy
Private Foundations
SERP Exchange
Fractional Ownership Discounts
Non-taxable Installment Sales
Value Transference
CRT Rollover
Wealth Responsibility Retreat
Junior Advisory Board
Education Trusts
Never Too Late Trust
Performance Trusts