Wealth Transfer Planning
We identify and help implement strategies for the transfer of assets in ways that are consistent with family goals and values, while minimizing the impact of transfer taxes.
Income Tax Planning
We identify and help implement effective strategies for minimizing or managing federal and state income taxes.
Cash Flow Planning and Monitoring
We forecast and monitor cash flows for family members and their investment entities.
We help families define and then implement their philanthropic goals using a range of philanthropic strategies.
Family Member Education
We help families develop and implement educational programs tailored to their particular circumstances, which may include various types of family meetings.
We help families use trusts and other fiduciary arrangements, including private trust companies, to control and manage their wealth across generations.
Asset and Performance Reporting
We develop customized reports detailing all of our clients' assets and the performance of their Gresham-advised assets.