Baseline Offerings
(Yearly fee; billed quarterly | Onboarding fee first year; billed quarterly)
Family Bible
Create and maintain a family worksheet containing complete documentation of assets, trusts, debt, and current documentation. Create and Maintain Investment policies for all managed accounts.
Investment Review
Quarterly market commentary along with quarterly portfolio and investment summaries.
Wealth Solutions/Tax Consequences
Quarterly reviews of any tax opportunities.
Cash Review
Manage quarterly cash needs along with lifestyle changes and investments changes.
Additional Offerings
(Billed hourly or by project)
Manager Performance Monitoring
Manager reviews of performance vs benchmarks and investment policy. Calls with managers at least twice a year if not quarterly. Quarterly reviews of investment policies.
Trust Planning
Creation/Modification/Transfer/Gifting assets to Trusts for wealth preservation and protection.
Life Umbrella
Proper Family Protection making sure all assets are protected with the use of Insurance. Also, the use of life insurance for investment purposes as well as family living.
Forecasting
Forecasting/Investing cash flow models with quarterly tracking and reporting
Tax Organization
K1, 1099, w2’s yearly tax prep and tax caddy coordination.
Bill Paying
Coordinating bill-paying services that meet the client’s needs.
Supplemental Services and Consulting by Request