Specialty Services
Every family is unique, and so are their assets.
While it’s straightforward for a wealth manager to understand portfolio management, few have a firm grasp on complex wealth or the obligations and opportunities related to various trusts, and multi-generational planning.
Specialty Services provides Personal CFO and Entity Management services to clients that need assistance managing and streamlining the day-to-day management of these special purpose entities.
We work alongside the leader of a family to learn their ways, enhance them, and continue those ways as long as needed.
This is especially important as the head of a family ages and contemplates the need to transfer reliance on themselves to others with the ability to succeed them.
This is where Specialty Services comes in.
“When we understand the family, their investments, and the structures that house those investments, we are able to see opportunity and add value through efficient and effective management.”
– HENRY BRAGG