Solutions

Beyond investing, life will toss other decisions at you. We’ve helped clients with:

• Evaluating long term care
• Home financing strategies
• Tax strategy
• Commercial real estate acquisition and disposal/planning
• Private equity investment, evaluation
• Estate planning strategy
• Charitable and family gifting
• Inheritance and divorce asset divisions
• Employer options, RSU’s, and retirement plan investing
• Cash flow planning
• Flexible tax and investment reporting

For more information on specific problems we’ve solved please see our Case Studies.