Expanded Offering

We access our comprehensive resources and services to build a unique infrastructure to support your priorities.

Investment Management

We offer you access to an experienced investment team; deep, broad and unique investment options; as well as direct deals designed to address your needs and exceed your expectations.

  • Public and private markets

  • Direct deals

  • Unique offerings not found at large institutions

  • Client access to CIO and investment team

  • Passive and active strategies

  • Access to top-tier managers

  • Customized portfolio construction and strategic implementation

  • Responsible investing options

Financial and Wealth Planning

We help ensure you are equipped to meet your financial obligations.

  • Cashflow planning

  • Asset accumulation projections

  • Balance sheet oversight

  • Strategic debt and credit utilization

Trust and Estate Planning

We actively assess the impact taxes have on long-term wealth accumulation and seek to mitigate their effect. We focus on maximizing wealth transfer and philanthropic impact by proactively monitoring tax law changes and updating your strategy based on the evolving tax code. Using both traditional resources and future-forward technology, we use every resource available to us to help you maximize your impact. 

  • State-of-the-art estate planning software

  • Estate planning document review and recommendations

  • Wealth transfer modeling and strategies

  • Coordinate legacy planning with your legal team

  • Next-gen education

Tax Management

With keen knowledge, we help to minimize and mitigate your tax burden wherever we can.

  • State-of-the-art tax planning software

  • Investment portfolio monitoring for tax-loss harvesting opportunities

  • Unique investment opportunities to lower taxes

  • Appropriately allocate assets within client entities to mitigate taxes and maximize after-tax return

Risk Mitigation

We protect your assets through proper insurance coverage.

  • Future forward, cutting-edge insurance analysis and advice

  • Advanced insurance strategies to address estate planning needs

  • Access to insurance consultants led by Elyxium

  • Direct access to private and traditional insurance vehicles

  • Insurance carrier due diligence and coverage comparison of multiple carriers

  • Private placement life insurance capabilities

Trust Services

We partner with multiple trust companies to select a trustee that aligns with your needs. We manage the trust assets, and coordinate and oversee the corporate trustee that administers the trust.

  • Delaware Trust situs as well as other domiciles

  • Corporate trustee

  • Directed trustee 

  • Estate settlement

Philanthropy

We support your move from donor to philanthropist, giving to investing. We create a comprehensive, tailored plan to elevate your lasting impact and legacy.

  • Guidance in establishing vision and values

  • Charitable giving strategies and assistance with implementation

  • Determination of appropriate vehicle (e.g., direct gifts, donor-advised funds, private family foundation)

  • Direct access to philanthropic consultant (both in-house and external partners)

  • Assistance with family foundation programming to advance mission

  • Assistance with addressing social and environmental causes

  • Investment portfolio alignment with philanthropic values and ethos

  • Ensuring legacy reflects who you are and what you care about

Business Transition Planning

Through an unbiased lens, we guide you as owner of a successful business in realizing and monetizing your enterprise as you move into the next phase of your life.

  • Advising on transition and journey to next venture

  • Family succession

  • Next generation planning/gifting

  • Tax planning

  • Philanthropy

  • Readying business for sale

  • CIO economic guidance on capital/debt raising and exiting

  • Post-close investment strategy

  • Interfacing with investment banking team

advance your purpose