Stonehaven takes a holistic approach to wealth management which includes consulting and financial planning. However from time to time, clients require special financial planning and/or consulting projects. In the event a client request is beyond the scope of our normal wealth management services, we will discuss with the client the terms of our engagement and determine a mutually acceptable maximum fee based on an hourly rate.
Some of the areas, which we consult to clients include:
- Liquidity and Cash Flow Management
- Retirement Planning
- Estate Planning, Gift Planning & After-Tax Wealth Management
- Pre-liquidity Planning (IPO’s, Buy-outs, Sale of Highly Appreciated Property)
- Stock Option Planning
- Concentrated Stock Management
- Business Succession/Exit Strategy Development
- Asset Protection, Insurance
- Structured Payouts
- Family Office Services
- Foundation Management, Charitable Giving, and Philanthropic Services
- Complex family issues (Blended Families, Compound Management, Closely-held Family Business Issues, Children of Ultra Wealth, Life Simplification)
- Unique Asset Acquisition, Management and Disposition (Land-use, Equine Management, Rare art, Rare collections, Leasing, etc.)
- Cost of Living Analysis
- Record Keeping System Development
- Cost Basis Reconstruction
- Educational Planning
- Real Estate
- Lending
We are not limited to the above areas of consulting. We are happy to entertain any projects for which you may want to seek our professional services, 978-430-0150.