Family Office
Investment Management:
Strategic Asset Allocation
– Asset allocation research and testing
– Expert guidance and strategy setting
Investment Platform
– Investment solution identification and assembly
– Core foundation complemented by value-added strategies
Asset Management
U.S. Equity
– Large capitalization
– Mid capitalization
– Small capitalization
– Tax managed
U.S. Fixed Income
– Taxable
– Tax exempt
– High yield
Liquidity Management
– Enhanced cash management
– Cash sweep
International Investments
– Developed markets equity
– Emerging markets equity
– Emerging markets debt
Alternative1
– Hedge funds
– Private equity
– Real estate
– Commodities
– Managed futures
– Structured solutions
Social Finance
Objective-Driven Investing
– Investment thinking and resources applied to each client
– Customized objective-based client portfolios
Wealth and Estate Planning:
Fiduciary Services
– Trustee services
– Trust, partnership and life insurance vehicles
– Planning and communication with donors and beneficiaries
– Tax planning and preparation
– Family trust pooled investments and accounting
Wealth Protection and Transfer
– Estate planning
– Tax-efficient wealth transfer
– Multigenerational strategies
– Insurance strategies2
– Dynasty and offshore trusts
– Business succession and transfer issues
Philanthropy
– Philanthropic planning and administration
– Charitable trusts
– Private foundations
– Pooled income funds
– Donor advised fund coordination
Asset-Specific Analysis and Planning
– Business ownership and closely held assets
– Concentrated wealth
– Executive compensation
– Retirement plans and IRAs
– Real estate asset management
– Other special assets
Estate Settlement and Administration
– Asset valuation and distribution
– Real estate services
– Succession planning
– Tax preparation
Family Governance
– Family wealth education and seminars
– Family governance insights and trust structures
Private Banking:
Credit and Lending
– Secured and unsecured lending
– Jumbo mortgages
– Commercial real estate financing
– Insurance Premium Financing
– Art and aircraft financing
– Hedging strategies
– Standby letters of credit
Self-Directed Investment Services
– Cash Management Access Account
– Individual Retirement Accounts
Deposits and Payments
– Personal checking and savings accounts
– Online and mobile banking6
– Escrow services
– Business cash management services