Concierge Services
Total Net Worth Orchestration
Consolidated view of your financial existence that organizes and tracks every asset and liability, from liquid portfolios and private investments to real estate and mortgages, giving you an accurate, real-time pulse on your total net worth
Tax Preparation & Filing
Coordinated tax planning, preparation and filing with your CPA firm to help you anticipate taxes, stay compliant and take the headache out of filing
Cash Management Services
Access to LPL’s Cash Management features including competitive rates, check writing, bill pay and a consolidated view of your banking and investment accounts*
Private Data Vaulting
Access an encrypted digital vault for your most important records. From tax archives and deeds to birth certificates and estate documents, your most important documents are always digitally accessible
Family Governance & Education
Facilitate family meetings and provide educational access for heirs. This process fosters financial literacy and ensures your children or grandchildren are prepared to be responsible stewards of the family legacy
Trust & Fidicuiary Services
Our relationship with The Private Trust Company allows you to appoint a professional corporate fiduciary to ensure your wishes are carried out with absolute precision, neutrality and continuity