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. |