What We Do
Our Services
Gifting/Philanthropy
Estate Planning Strategies
Tax Optimization
Retirement Income Planning
Investment Management
Strengthening Each Foundation
Custom Credit Strategies based on a variety of collateral types tailored to match the unique timing and cash flow needs to acquire once-in-a-lifetime dreams or experiences. Other ways we can help include:
- Avoiding the temptation to sell low-cost basis or highly-appreciated liquid or illiquid assets
- Preventing taking a loss on the sale of a liquid or illiquid asset
- Deferring taxes on the sale of an asset
- Implementing strategies for estate planning, succession and tax minimization
Trust Services with guidance from a Wells Fargo Bank professional can help preserve and transition wealth for generations to come.
- Defining how to help achieve philanthropic goals.
- Handling financial affairs if you or a loved one are no longer able.
- Planning how to best transfer wealth to your heirs.
- Coordinating care for a loved one with special needs.
- Implementing the wishes of your estate plan after you’ve passed away.
- Distributing specialty assets, such as real estate and business interests.
Alternative Investment Strategies with access to private capital and other ground floor opportunities. Options include:
- Venture capital
- Private capital
- Hedge funds
- Precious metals
- Real estate
- Commodities
Family Dynamics Counseling to encourage the responsible stewardship and respect of inter-generational wealth. Wide-ranging guidance includes:
- Individual interviews with each family member and bringing you family together to discuss insights, themes and goals.
- Designing/facilitating conversations to address goals established during interviews.
- Educating your heirs to become responsible stewards of wealth.
- Aligning family members in respect to wealth-related values, purposes and goals.
- Unifying shared causes inspired by your family's values, passions and strategic mission in support of charitable giving or corporate philanthropy.
Oil, Gas and Mineral Management from one of the largest oil, gas and mineral (OGM) interests in the country.
- Leasing and developing unleased OGM interests
- Monitoring and evaluating your existing OGM interests
- Negotiating OGM interest leases and other contracts
- Paying joint interest bill (JIB) or property taxes for OGM interests
- Processing OGM interests income and expenses
- Reporting year-end OGM interests
- Selling OGM interests to create liquidity
- Transferring OGM interests
Business Transition and Advisory Services that help owners and entrepreneurs value, manage and map out succession strategies for what might be their proudest asset.
- Determining keep/sell and buy/sell considerations
- Coordinating financial, wealth transfer and business transition planning
- Conducting business valuation and economic trends/outlook
- Overseeing ownership transition
- Identifying liquidity alternatives
- Planning for the pre-sale of your business
- Delivering enterprise and industry valuation insights
- Optimizing transactional tax and organizational considerations
- Strategizing family business succession and governance
- Formulating business contingency plans
- Helping maximize executive compensation
There Can Be No Achieving Without Believing.
And we believe we’ll serve you, your wealth and your future in extraordinary ways.