Cash Flow Analysis
- Our team facilitates a digital balance sheet that consolidates your assets, liabilities, income, and expenses to provide a comprehensive view of your financial position.
- Through a detailed review of cash inflows and outflows, we establish a baseline for forecasting and long-term planning. This framework serves as the foundation for scenario modeling, allowing us to evaluate the potential impact of major financial decisions, lifestyle changes, investment strategies, and wealth transfer objectives before they are implemented.
Estate Planning
- N&A reviews existing estate planning documents and wealth transfer strategies to help ensure they remain aligned with your family's goals and legacy objectives.
- We identify potential planning opportunities and coordinate with your chosen estate planning attorney and other advisors to support implementation, providing a family office approach to multigenerational wealth planning.
Tax Planning
- We deliver comprehensive tax analysis to identify opportunities that support your long-term goals and overall wealth strategy. Our review considers investment returns, cost basis, and income, capital gains, and estate tax implications.
- Through scenario planning and coordination with your existing CPA, we help evaluate strategies to improve after-tax outcomes while minimizing overall tax exposure.
HNW/UHNW Clients
- As wealth becomes more complex, financial decisions rarely exist in isolation.
- Our high-net-worth planning is designed for clients managing multiple assets, advisors and financial priorities. We create a consolidated view of the financial picture and help coordinate the decisions that affect the broader plan.
Portfolio Management
- We provide an independent review of your portfolio's allocation, structure, and investment strategy across both liquid and private investments. Through due diligence and risk analysis, we identify opportunities to enhance diversification, improve efficiency, and better align your portfolio with your long-term objectives.
- Recommendations may be implemented with the advisor of your choosing. Where appropriate, ongoing portfolio management is available through an affiliated Registered Investment Advisor as a separate engagement.
Risk Management
- Your investment strategy should work hand in hand with your broader risk management plan. We help balance growth opportunities and risk tolerance through thoughtful asset allocation and diversification across traditional and alternative investments.
- To complement this approach, our insurance specialists conduct a comprehensive review of your existing coverage, providing independent recommendations and coordinating underwriting and policy implementation when needed to help protect your wealth, family, and legacy.
Legacy Planning and Charitable Giving
- Give with your heart. Plan with your head.Your legacy goals, charitable giving, estate strategy and multigenerational wealth considerations are considerations incorporated into the broader plan.
- We will help you build a stronger legacy, make the most of your charitable giving and create a plan to transfer wealth to future generations.