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Family Office Services

Financial Assessment

Big picture financial review presented in a Sandy Cove First Assessment Report, along with detailed personal balance sheet and income and cash flow statements.

Investment Consulting

Includes investment policy development, strategic asset allocation and manager search and review.


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

Providing guidance prior to, during, and after a liquidity event.