Family Office
For successful entrepreneurs and business owners, the lines between business and personal matters are often blurred, requiring proactive coordination and collaboration among various advisors.
With our diverse experience from private law, Big Four accounting, trust/private banking, and family office firms, SageTrust™ Law Group is uniquely qualified to serve as your “personal CFO” to ensure coordination of your wealth management, financial planning, tax planning and reporting, risk management, family education and philanthropy needs.
Integrated Financial Strategies
- Balance sheet analysis
- Integrated tax and income plan design
- Retirement planning
- Analysis of professional advisors and fees
- Tax and income plan implementation
- Bank financing analysis and negotiations
- Coordination of team of advisors
Client Information Management
- Annual consolidated net worth statements
- Cash flow analysis
- Quarterly investment performance reports
- Recordkeeping for personal property
Lifestyle Enhancements
- Personal bill paying
- Domestic help and payroll
- Tax compliance
- Property management
- Cash flow management and forecasting
Risk Management
- Property and casualty insurance assessment
- Life insurance analysis
- Collectibles inventory, appraisal, and protection
- Personal and cyber security
Wealth Transfer Planning
- Development of goals and objectives
- Multi-generational snapshot of existing strategies
- Legal and tax strategies under consideration
- Financial modeling of alternative strategies
- Explanation of plans to family members
- Action plan to implement changes
Family Continuity/Client Education
- Family governance
- Family education plan
- Family meeting coordination
Family Philanthropy
- Multi-generational objectives
- Personal giving programs
- Foundation trustee training
- Private foundation management
- Governance and board development
- Strategy analysis and implementation
- Foundation and grant administration