Your Family Office
The next level of wealth management.
High net worth clients have unique needs, and often rely upon a team of CPA's, attorneys, and other experts to meet them. Our multi-family office provides that team for clients with at least $1 million in assets under management with our firm. Each situation is unique, but our focus will be on four areas: investment management, tax planning, estate planning, and charitable giving.
Investment Management
As an investment advisory firm we believe a well constructed portfolio is key to any successful financial plan. As an investment advisor with ten years of experience and a Certified Investment Management Analyst designation from Yale School of Management and the Investments and Wealth Institute, Ethan Kelly actively monitors markets and applies a thorough approach to selecting investment funds for your portfolio.
Tax Planning
If you are investing $1 million dollars or more, taxes are likely an unfortunate part of your finances. You need a CPA, and we can provide you with one. If you wish to keep your CPA, we can discuss working with them as well. The key is, you need a plan, and planning is where Stephanie Kelly, our Certified Financial Planner, shines.
Estate Planning
As an attorney, Ethan is very familiar with the importance of estate planning. Having a good Will is important, and we can provide multiple attorneys who can help with that. However, did you know many assets pass outside of a Will? We will take a comprehensive look at your estate plan so you know exactly where everything is going.
Charity Planning
Charitable giving should be an important part of our finances, but we should be wise about it, especially when considering large gifts. Fortunately, as a former non-profit CFO, Ethan can be your sounding board for charitable giving. Stephanie can also work it into your overall financial plan.