About Advisory Service
High-net-worth individuals and families often encounter increasing financial complexity — from tax and estate considerations to reporting, coordination, and day-to-day administration. Our Private Client team serves as a trusted resource, offering thoughtful oversight, strategic planning, and personalized support. With discretion, structure, and care, we work to simplify your financial life so you can focus on your priorities and support your family’s long-term vision.
Holistic Oversight of Family Finances
Managing substantial wealth often requires extensive coordination across investments, banking, tax planning, and estate strategy. We help organize and oversee key components of your financial world, collaborating with existing advisors where appropriate. Our role is to provide continuity, thoughtful structure, and informed support, helping streamline decision-making and align with long-term objectives for your family and future generations.
Customized Wealth & Investment Planning
We develop tailored wealth strategies that reflect your time horizon, objectives, and risk tolerance. Our team assists with asset allocation, portfolio oversight, and long-term planning while coordinating with investment managers as needed. Our goal is to support informed financial decisions and help maintain a disciplined approach that aligns with both current needs and generational priorities. We recognize that markets involve risk and outcomes may vary.
Sophisticated Tax Planning & Coordination
Effective tax strategy plays a meaningful role in managing wealth. We assist with planning, reporting coordination, filing support, and ongoing evaluation of tax-efficient opportunities. With the backing of SAX – a nationally ranked accounting, tax and advisory firm – our in-house tax professionals work to identify planning considerations across jurisdictions and generations. We aim to create structure and clarity throughout the year.
Estate, Legacy, and Succession Structure
Estate planning is deeply personal. We work with you and your legal advisors to help structure plans that reflect your intentions, values, and family needs. Our team assists with trust coordination, wealth-transfer strategies, and multi-generational planning conversations. Our focus is to support thoughtful preparation, protect family assets, and provide continuity for future generations.
Philanthropy and Impact Planning Support
For families integrating purpose and legacy, we offer guidance around charitable giving, foundation administration, donor-advised funds, and philanthropic strategy. We assist with planning, tracking, and reporting needs, helping ensure your philanthropic approach is organized, intentional, and aligned with your family’s mission.
Comprehensive Reporting & Cash Management
We provide detailed financial reporting, including net-worth statements, cash-flow reviews, account reconciliation, and spending oversight. Our team works to maintain clarity across assets, liabilities, and liquidity, while organizing financial records in a secure and accessible structure. Through ongoing monitoring and transparent reporting, we support better visibility into your financial picture.
Risk Management & Insurance Coordination
Protecting family wealth requires awareness and thoughtful planning. We assist in reviewing insurance needs, coordinating with insurance professionals, and identifying risk-management considerations across lifestyle factors such as travel or recreational activities, property and liability exposure, and personal security, including privacy considerations and digital protection. Our support helps you make informed decisions as part of an integrated wealth strategy.
Personal Administration & Concierge Support
Affluent families often manage significant administrative responsibilities — bill payments, banking coordination, document management, and personal financial logistics. We provide thoughtful administrative support and secure systems to help simplify your daily financial life. Our team acts as a reliable point of contact for organizing and handling details, allowing more time to focus on family, work, and meaningful priorities.