Client Groups

INDIVIDUALS

○  Estate Planning:
      ○  Disposition of Estate Assets
      ○  Managing Estate Taxes 
      ○  Charitable Planning

    ○  Business Planning:
          ○  Lifetime Transfers 
          ○  Transfers at Death

      ○  Investment Planning:
            ○  Asset Allocation 
            ○  Manage Portfolios 
            ○  Manager Search

        INSTITUTIONS

        ○  Educational
        ○  Charitable
        ○  Mutual Funds
        ○  Scientific Foundations

          RETIREMENT PLANS

          ○  Fund Screening
          ○  Participant Communication
          ○  Allocation Models
          ○  Fund Oversight

            INVESTMENT ADVISORS

            ○  Portfolio Manager
            ○  Separate Accounts
            ○  Joint Call Work