Please note our new Baltimore and New York addresses below.
Who We Serve
| High/Ultra-High Net-Worth Individuals | Principal of Hedge Funds or other Alternative Investments |
| Management Company GP (General Partner) | Investors |
FAMILY OFFICE
Standard Services
Bill Pay Management
Personal Financial Statements
Cash Flow Management
Household Payroll
Organization of Financial Data for Tax Preparation
Coordination of Income Tax, Charitable Giving, Investment, and Wealth Transfer Strategies
Estate Planning, Implementation, Monitoring
Insurance Planning and Evaluation
Specialty Projects
Cash Out Refinancing
Precious Metals
Collectibles
Bill Pay Management
Personal Financial Statements
Cash Flow Management
Household Payroll
Organization of Financial Data for Tax Preparation
Coordination of Income Tax, Charitable Giving, Investment, and Wealth Transfer Strategies
Estate Planning, Implementation, Monitoring
Insurance Planning and Evaluation
Specialty Projects
Cash Out Refinancing
Precious Metals
Collectibles
TAX
Planning, Compliance, & Consulting
Philanthropic
Trust & Estate
Taxation of Financial Products
Individual Tax Returns
with Complex Investments
Hedge Funds
Management Company & GP
Investment Partnerships
Philanthropic
Trust & Estate
Taxation of Financial Products
Individual Tax Returns
with Complex Investments
Hedge Funds
Management Company & GP
Investment Partnerships
MANAGEMENT COMPANY ADMINISTRATION
Standard Services
Shadow Accounting
Oversight of Fund Administrator
Coordinate Tax Services
Bill Pay
Payroll Oversight
Support Due Diligence Functions
CONTACT US
We advise and guide high-net worth individuals of any level. See how we can help you today!