Serving specific and comprehensive needs for you, your family and your business

Personal

• Personal assessment and financial planning
• Concepts for accumulating, conserving and transferring your wealth
• Estate planning
• Retirement plan distribution strategies
• Investment allocation and risk-preference analysis
• Insurance benefits planning, including life, disability, long-term care, personal property and casualty coverage
• Assessment of the emotional response to accumulation, growth and transfer of wealth

Business

• Succession and transfer strategies
• Business assessment and financial planning
• Family business governance and succession
• Compensation analysis and performance motivation
• Insurance and benefits planning, including life, disability, long-term care, comprehensive business, personal property and casualty coverage
• Individual management consulting and services

Non-Profits, schools and institutions

• Executive compensation and long-term incentive programs for Heads of independent schools and non-profit institutions, including contract issues and financial planning for the Head and his/her family
• Organizational assessment and financial planning
• Health/benefit insurance consortium consulting, coordination and formation