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A highly personalized set of solutions.

 

Family Office Service Offering

Financial Assessment
Big picture and topical financial reviews presented in a Sandy Cove First Assessment Report, along with detailed personal balance sheet and income and cash flow statements
Investment Consulting
Including investment policy development, strategic asset allocation, and manager search and review
Philanthropy
Planned giving strategies, evaluation of charitable vehicle structures, and foundation support
Financial Administration
Including support for tax planning, banking, bill supervision, expense management, and organizing and digitizing important documents
Private Business Succession Planning
Guidance prior to, during, and after a liquidity event