Complete review of your estate planning documents, investments and insurance
Evaluation of estate tax strategies
Design of a portfolio structured to meet educational, retirement and other goals
Discussion of prudent protection for your family in the event of premature death, the inability to work due to an accident or illness, or unanticipated extended care
Coordination and implementation of recommendations with our clients and their advisors
Consultation regarding mergers and acquisitions, employee stock ownership plans, leveraged and management buyouts, venture capital and public offerings
When necessary, introductions to suitable investment banking firms
Assistance with stock options and other employee incentive programs
