Our goal is to be your trusted advisor and project manager in your personal and financial affairs.
Wealth management and family office operations:
- Strategic wealth management. We will work with your present wealth management team or help you select new advisors to ensure that your long-term strategic plan is meeting your wealth objectives.
- Liquidity event planning and execution using sophisticated business, tax and estate planning techniques to maximize value.
- Oversight of your estate, tax planning, and wealth management professionals to ensure compliance with your strategic plan.
- Offshore investment planning and execution.
- Administrative services including bill pay, accounting and consolidated financial reporting.
- Establishment and management of a family office.
- Family governance and legacy planning.
- Risk mitigation including property and sophisticated life insurance products.
- Private aircraft and yacht management.
- Internet, technology, and communications.
- Human resource management.
- Concierge medical services.
- Expatriation. John Prescott successfully directed and executed an incredibly complex and nuanced expatriation project.
- Liquidity event planning
- Construction management; aircraft and yacht acquisition and management
- Family services as diverse as private school and college placement to elder care issues including in-home health care and assisted living arrangements.
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- Legal services of all types
- 24/7 availability in the event of a legal emergency
- Estate and tax planning.
- Trustee and Executor services.
- Citizenship acquisition. We are familiar with every legitimate citizenship by investment program in the world.