Our consulting services are targeted towards families and institutions with specialized investment advisory needs. We cover a broad range of deliverables, utilizing multiple technology platforms.

Areas of consultation include, but are not limited to:

• Investment Policy Statements/Mandates
• Custodian & Brokerage Selection
  
• Portfolio Structuring
• Asset Allocation Strategy
• Investment Related Tax Strategies
• Active Manager/Private Placement Due Diligence
• Fee/Stock Loan/Yield Optimization
• Family LLCs, FLPs, Trusts
• Private Loan Structuring
• International Transfer Pricing Analysis
  
• Commercial/Investment Real Estate Modeling
• Data Procurement, Research & Modeling
• Other Non-Custodial Office Services
• Trading & Execution
  

Strategic Financial Consulting

We provide business owners and non-profits with guidance on financial statement design and financial policy and efficiency. Our core expertise centers on pass-through corporations such as LLPs, LLCs and S-Corps.

We also prepare privately held firms for marketing and sale, and advise on the variety of financial structures available for these transactions. This consultation creates the most value when planning is initiated two fiscal years prior to the desired transaction window.

Outside Review

Some investors come to us with curiosity about their current advisory relationship. They seek unbiased arms-length consultation on the structure, content and execution in their portfolios. We provide them with a 360⁰ outside review, culminating with a detailed evaluation of the strengths and weaknesses observed.

The purpose is threefold; to provide clarity on the nature of the current management, to determine if value is being created given fees at all levels of the portfolio, and to explore both the conscious and unconscious decisions driving the portfolio's risk and performance.