private wealth management

Description of Services (one time planning process)

  • maintain and update, as necessary, an analytical process that evaluates the likelihood of meeting stated goals, based on Client’s assets, liabilities, and relevant economic assumptions (“Capital Needs Analysis”);
  • tax planning;
  • insurance planning;
  • estate planning;
  • risk management needs analysis;
  • assessment of personal and investment mortgages, debt refinancing, and loan alternatives;
  • bill paying and budgeting analysis;
  • consultation regarding strategies for philanthropic and multigenerational planning;
  • consultation regarding gifting strategies, including amounts, form of gift (monetary or securities), and the manner in which gifts are made via direct gift, trusts, and foundations;
  • family business advice and business succession planning;
  • coordinate external advisors;
  • financial reporting;
  • concierge services.

Fee Schedule








Net Worth under $3,000,000 

Between $3,000,001 to $5,000,000

Between $5,000,001 to $7,500,000

Between $7,500,001 to $10,000,000

Between $10,000,001 to $20,000,000

Between $20,000,001 to $50,000,000

Net Worth exceeding Fifty Million

$10,000 to $15,000 annually

$15,000 to $25,000 annually

$25,000 to $30,000 annually

$30,000 to $40,000 annually

$40,000 to $50,000 annually

$50,000 to $70,000 annually

$70, 000 plus negotiated fee

This fee schedule is used as a general guideline based on Net Worth. Actual fees are quoted based on the complexity of the development process.