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- Help articulate goals & objectives and design Investment Policy Statement
- Advise on current vs. suggested goal-based asset allocation
- Annual wealth management update; advice on tax and risk minimization strategies
- Monitor and evaluate portfolios managed by third party investment managers
- Advise on advanced planning techniques including use of Trusts and Captive Insurance
- Integration of concentrated security holdings and business interests into overall asset allocation plan
- Recommendations and reviews of new investment opportunities
