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A highly personalized set of solutions.

Family Office Services


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

 

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