SERVICES FOR BUSINESSES & ORGANIZATIONS

We specialize in managing the financial assets and investments of privately-held businesses, foundations, endowments, charities and other entities. We also provide comprehensive wealth planning services tailored to the unique needs and circumstances of each organization we work with as well as their owners and executives.   

Our capabilities include: 

BUSINESS EXIT & SUCCESSION PLANNING

We provide specialized expertise in helping our clients navigate the complexities of transitioning ownership and managing personal wealth.  We focus on areas such as tax optimization planning, exit strategy integration and post-exit financial management.  Working in partnership with our clients' tax, legal and banking partners, we work to ensure their personal financial goals align with their business exit strategy. 

CASH MANAGEMENT SOLUTIONS

We provide corporate cash flow solutions aimed at optimizing cash yields while taking into account business risk and cash flow requirements.  This may involve investing excess cash in short-term Treasury securities, government bonds or money market funds to optimize returns while maintaining liquidity. 

SECURITIES-BASED LENDING SOLUTIONS

A securities-based line of credit is a flexible, cost-effective, solution that allows our clients to access liquidity strategically.  This solution allows our clients to gain access to liquidity through leveraging their existing investment portfolios.  Securities-based lines of credit can be used for many purposes, such as real estate purchases and business financing.     

401(K), 403(B), DEFINED BENEFIT & NONQUALIFIED DEFERRED PLAN MANAGEMENT

We help our clients in determining an appropriate corporate retirement plan while also assisting with the plan implementation and servicing.  We also oversee investment vehicle selection and plan asset management.  

OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO) SERVICES  

For pensions, family offices, governments and charitable organization seeking OCIO services, we provide a comprehensive and integrated approach to investment management, combining expertise, efficiency, and accountability to optimize portfolio outcomes while allowing our clients to focus on their core missions and strategic priorities.  This involves investment policy development & review, asset allocation, investment selection, due diligence and ongoing monitoring.  We also provide multi-asset class and mission driven ESG portfolio solutions.

BUSINESS STRUCTURE OPTIMIZATION PLANNING

In partnership with their Attorney and CPA, we work with our clients to identify an appropriate legal entity structure (LLC, corporation, partnership) based on factors such as liability protection, tax implications, regulatory requirements and long-term business goals.