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You've worked hard to create something special. Whether you want to provide opportunities for key family members or establish a private foundation, we help you keep what you've built. Our team works with your family and the relevant professional advisors to create programs and systems that create space for the cross-pollination of ideas, expertise, and perspectives to further your family enterprise while protecting the integrity of your legacy.
We serve as the family's "board of advisors," meeting to review the investment landscape, vet opportunities, discuss new strategies, solve problems, and provide sound advice for simple and complex issues.
We work with you to develop a sound risk capital investment strategy that includes investments in several private investment disciplines, tailored to your preferences and tolerance for risk. We work with you to implement the strategy and provide growth, exit, and liquidity planning.
With a clear understanding of your needs, our team will establish a system of organizing and transmitting accessible information to prepare cash flow projections and budgets and handle the associated cash management responsibilities on your behalf.
Our team develops the broad strategies, performs technical analysis, and works closely with tax specialists to bring integrated tax consultation and strategic planning advice.
We provide a consolidated view of your financial picture by capturing information from sources such as banks, investment firms, private sources and others where available.
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