SERVICES

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RA will liaison with and oversee transactions pertinent to your family's financial position: banks and creditors, accountants, investment brokers, attorneys, insurance professionals and real estate advisors.  RA may act as your fiduciary agent in these transactions.  

Bill paying, banking and bank reconciliations, investment funding, document and record management, coordination of family meetings, distribution of financial information, tangible asset administration such as real estate, watercraft or aircraft.

 Tax planning helps minimizes how much you pay in taxes and is an essential part of a family's financial plan. Reducing tax liability and maximizing the ability to contribute to retirement plans are crucial for success. 

Investment policy design including asset allocation and risk management, annual review of all insurance policies, continuous guidance of cash flow position and leveraging alternative, quarterly budget analysis, monthly analysis of financial condition, family governance procedures.

Identify, analyze, evaluate, and consider loss exposures and monitor risk control and financial resources to mitigate the adverse effects of loss.

Planning and budgeting coupled with forecasting and modeling is a core process to strategic family decisions.  Monthly statement of financial condition, budget with cash flow analysis, investment summary and performance, asset allocation chart.

Monitoring cash receipts and disbursements as well as investing idle cash.