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Fee-Only Advisory Services

Family Wealth and Legacy Planning

  Family Goals and Governance
  Family Wealth Management and Stewardship
  Intergenerational Planning
  Balancing Family and Business Issues
  PHASEONE

Integrated Business Planning

  Strategic and Operational Planning
  Exit and Contingency Planning
  Family business succession
  Compensation and benefits design
  Financing and Asset Evaluation

Non-Profit Services

  Strategic Mission and Program Review
  Board Development
  Planned Giving and Major Gift Design
  Life Insurance Portfolio
  Executive Compensation

Insurance Evaluation

  Services and Fees

-  Policy and Carrier Audit
-  Policy Performance Analysis
-  Policy Optimization Report

  Why Evaluate
  Case Studies
  Online Submission
  Brochure

Timely Planning Issues

  Viatical Settlement Structuring
  Split-Dollar Rescue

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