Our clients need an effective plan for wealth transfer.

Assessing shortfall risk

Our clients want to know that they have enough capital to be financially independent. To determine the strategies required to meet their needs, we analyze their expected cash inflows, spending and investment strategy by simulating their future balance sheet and cash flow under a range of possible economic realities.

Determining how much to pass on and when

Our Family Office clients often find that these are difficult questions; we help them reach thoughtful and informed decisions. We also help determine what is available for potential lifetime giving and estate planning after satisfying liquidity needs and tax liabilities.

Reviewing options for holding and transferring assets