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