Family Office Services
Big picture financial review presented in a Sandy Cove First Assessment Report, along with detailed personal balance sheet and income and cash flow statements.
Includes investment policy development, strategic asset allocation and manager search and review.
Planned giving strategies, evaluation of charitable vehicle structures, and foundation support.
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.