Special Projects

Your life, work and wealth intersect in many ways. We take the time to understand how it all fits together. Whatever your need — pensions, insurance, executive compensation analysis — our solutions encompass your “big picture”.

Dedicated service, discretion and specialized expertise define our approach to all aspects of your wealth.

Donating to charities and non-profits creates opportunities — for the causes you believe in and the individuals who benefit from your contributions. Your charitable giving may also lead to significant tax advantages.

We can help you decide on the most effective and tax-efficient ways to give, and also manage the structures designed to accomplish your goal of leaving a lasting legacy.

The right use of insurance can play a crucial role in your financial plan. Insurance can help reduce estate taxes, provide security for your family, leave a legacy for charity and protect your income in the event of long-term or critical illness. We will determine the best solutions for you and your family.

We can provide you with an unbiased and independent evaluation of your total compensation package. This may involve helping you understand the value of short, medium and long-term incentives – such as stock options, phantom stock plans, specialized retention agreements, benefits and pensions.

The trends show that attitudes toward retirement are shifting, with many high net worth individuals expecting to be involved in some level of work when they reach the traditional retirement age.

Regardless of how you decide to spend your retirement years, we will help you make the most informed choices regarding your pension and retirement income options. We will work with you to ensure you have enough money to live the lifestyle you envision, as well as minimize taxes on your income and your estate.

Passing on wealth can be stressful. Providing opportunities for your children that don’t compromise their independence and drive is a concern faced by many high net worth individuals. We will work together with you and the next generation to educate and involve them in financial matters, so they are prepared and understand the responsibility that comes with wealth.