Understanding the unique financial and legal challenges of Mid-Market Businesses and how they differ from one industry to the next.

• Crisis Management

• Mergers and Acquisitions

• Strategic Initiatives

• Real Estate Analysis, Acquisitions, Structuring and Management  

• Financial Modeling, Forecasting and Analysis

• NMTC, LIHTC, and other Government Subsidies

• Corporate Structuring 

• Risk, Crisis and Take-Over Management

• Legal Consulting and Litigation*

Creating customized operational & financial strategies for the challenges that today's families face.

• Investment Management

• Legal & Tax

• Wealth Transfer

• Family Governance & Wealth Education

• Lifestyle Advisory

• Estate Planning Strategies

• 529 Plans / Education Savings Planning

• Long Term Care Insurance

• Special Needs Planning

• Trust Services

• Virtual Board Member

• Technology - Specialized and Custom Platform for your family office

We make sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.

• Endowments

• Foundations

• Legal & Tax

• Donor Advised Funds

• Impact Investing

• Technology - Specialized and Custom Platform for your family office