1   Business Management for High Net Worth Individuals:  Helping you manage and maximize wealth and grow your businesses through a range of services, including tax planning, estate planning, business succession planning, retirement planning, trust accounting, asset management, charitable giving, insurance needs analysis, investment analysis, education funding, and debt management.

2   Business Management for Small Business:  Services for assisting entrepreneurs and small business owners with day-to-day operations, as well as planning for the future – including accounting systems design, new entity structuring, financial solutions advisory, and more.

3   Cash Management: Services to help you and your company understand your cash flow, both currently and on a projection basis, and how it impacts the health of your business.

4  Strategic Planning: Services that help your company define its strategy, or direction, and making decisions on allocating its resources to pursue this strategy in both the short and the long term.

5   Succession Planning: Planning for the smooth continuation and success of your business, which can involve passing the business on to your family members, a management buy-out or sale to a third party.