As Family Wealth Advocates®, we provide a wide range of custom tailored services to families, business owners and executives. These include:

• Helping establish a comprehensive approach to meeting personal, family, and financial objectives;
• Designing a unique plan, along with your other advisors, to maximize the control of wealth and assets while enhancing family unity;
• Developing business succession strategies;
• Providing insight and process to facilitate family offices;
• Evaluating an array of strategies related to income and capital gains taxes;
• Developing overall investment objectives and an investment policy statement;
• Providing asset allocation analysis and rebalancing strategies to meet the goals of the family, the business, and established trust vehicles;
• Advocating your position in manager assessment, selection, and monitoring
• Analyzing the role of alternative asset options; and
• Working as an objective educator, mediator, and motivator to develop programs and processes to preserve family unity, values, and heritage