Capabilities
A complete inventory of what a private family requires.
Every capability below is accessible through a single fiduciary engagement — investment breadth, planning depth, family-office infrastructure, institutional technology, and custody optionality.
Group 01
Direct Investments
- Alternatives
- Currencies
- Equities
- Corporate Debt
- Insurance
- Municipal Debt
- Options
- Structured Notes
- Private Equity**
Group 02
Investment Planning
- Investment Management
- Cash Flow Planning
- Retirement Planning
- Estate Plan Integration
Group 03
Advanced Planning
- Integration with Existing Plan
- Tax Projections*
- Education Planning
- Next Generation Education
- Integration with Attorney / Accountant
- Asset Retitling
- e³ Framework Overlay
- 529 Plans
- Cash Balance Plans
Group 04
Family Office
- Aggregation of Assets
- Custodial Services
- Trust Services
- Foundations
- Donor-Advised Funds (DAF)
Group 05
Technology
- Advyzon
- YCharts
- Morningstar
- Fidelity
- Wealth.com
Group 06
Custodial Partners
- Fidelity
- Schwab
We can also partner with your current custodian.
*We do not provide tax advice but offer software-driven options.
**Private Equity offerings provided by various partners. We do not make investments in individual private companies.