In addition to all of the services listed in the Overview section we assist with the implementation and execution the following specific wealth management services to our executive clients and their families:

* Investment Oversight & Review

* Annual Gifting Programs

* Deferred Compensation Plans

* Stock Option Monitoring

* Employee Benefit Plans - Household Employees

* Household Employee Payroll Processing

* Commercial Real Estate Advisory, Accounting & Financing

* Coordination of all other Advisors

* Charitable Giving Programs

* Foundation Setup and Management

* Insider Trading Compliance

* Private Aircraft Administration

* Negotiations and Dispute Resolution

* Notary Services

* Relocation Assistance