PERSONALIZED FAMILY OFFICE SERVICES

Key adviser to high net worth clients including all members of one four generation family. Communicated investment returns, provided balance sheet and cash flow reporting, managed trusts, provided financial planning and budgets. Insured all aspects of clients’ financial lives addressed completely and explained clearly.
Orchestrated and managed wealth transfer strategies, coordinating team of lawyers, accountants and bankers. Programs included cascading grantor retain annuity trusts (GRATs) and installment sales with non-liquids assets.
Managed of a wide range of personal family situations such as buying real estate, advising on human resources, overseeing household employees, paying bills and life event planning. Tackled wide range of family needs from the complex to the routine.

TAX COMPLIANCE AND PLANNING

Reviewed (or prepared) individual, partnership, gift, foundation, trust, estate and corporate tax returns. Collaborated with tax advisers on tax compliance and planning. Explained complex tax issues to clients.

INVESTMENT MANAGEMENT

Co-managed individual, trust and foundation portfolios from less than $1 million to the nine figure range.
Utilized full complement of individual securities, mutual funds, ETFs and private equity.

PHILANTHROPY AND FOUNDATION MANAGEMENT

Managed private foundations and other charitable giving. Oversaw investments, contributions, compliance and reporting.

FAMILY OFFICE OPERATIONS

Oversaw all day-to-day operations of family office; tax, accounting, leases, budgeting, cash needs, technology, human resources and insurance.
Created, managed and ultimately dissolved the operations of a multi-layered family partnership that grew from 34 partnership entities to nearly 100 over 15 years as assets increased 2.5 times.

FINANCIAL ANALYSIS AND BUSINESS ADVISORY

Elected Chairman of the Board of a publicly traded property & casualty insurance company (market cap, $77 million). Functioned as CEO in the absence of the president and orchestrated the sale of the company.
Developed the financial model for a multi-state food franchise with 20+ stores. The model functioned as a key monitor of growth metrics. Provided additional advice as the client made substantial acquisition of other stores.
Co-owned and managed a small property management company. Advised clients on residential zoning issues.

CHARITABLE AND CIVIC ACTIVITIES