Individuals and Families

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Estate Management

Our services include:

  • Acting as the named Fiduciary

  • Estate management and administration

  • Probate assistance

  • Vetting, recommending and acting as primary liaison to speciality trust and estate service providers

  • Record keeping and reporting

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Financial Management

Our services include:

  • Personal business management

  • Money management 

  • Bill paying and online banking assistance

  • Vetting, recommending and acting as primary liaison to specialty service providers

  • Record keeping and reporting

Beach Vacation

Planning & Coaching

Our services include:

  • Financial goal setting and planning

  • Counseling

  • Performance monitoring

  • Budgeting & cash flow analysis
  • Forecasting & financial modeling 
  • Tools & software support
  • Service provider introductions and recommendations

Estates and Financial Support 

Need help with your managing your estate, family business, or personal financial activities? Want a financial partner to help you achieve your lifestyle needs and goals?