Services

Diamond

Platinum

Gold

Silver

Clients demand not only a smart-money strategy, but attention to the smallest details of their financial lives

Client Services

 $   2,500,000

 $   1,000,000

 $      500,000

 < $500,000 

Private Banking Solutions including Lending and Mortgage Strategies

 X

Premier Trust Services

 X

Managing Intentionally Defective Trusts (IDGTs) and Irrevocable Trusts (ILITs) Assets

 X

Crafting a Philanthropic Strategy

 X

Anticipating the Unexpected involving your family in Investment and Estate planning decision making

 X

  X

Be aware of Health and Family Health Histories

 X

 X

Ensuring Children and Grandchildren have adequate Legal and Financial Protection

 X

 X

Understand the Family Business and its Challenges

X

X

Balancing Assets between Spouses to help reduce or minimize some taxes

X

X

Review of Joint Tenancy assets

X

X

Reviewing the Risks of Rental Property and Second Homes

X

X

Private Client Events

X

X

Quarterly Client Review meetings

X

X

Income Tax and Income Related Monthly Adjustment Amount (IRMAA) planning

X

X

X

Monitor Beneficiary Designation of Retirement Accounts

X

X

X

Market Updates and Articles of Interest

X

X

X

Advisor Managed Portfolios

X

X

X

Semi-Annual Client Review meetings

X

401(k) Advising and Review Services

X

X

Education 529 Planning for Children and/or Grandchildren

X

X

Life Insurance review and planning

X

X

Genesis Model Portfolio Program

X

Annual Client Review meetings

X