SERVICES

Consolidated balance sheet, income statement, cash flow statement, and
  diagram of family structure creation
Asset allocation planning
Investment policy statement creation and implementation
Search, selection, and implementation of investment managers or individual   securities, as appropriate
Ongoing monitoring of implementation
Ongoing, customized, aggregated reporting
Ongoing integrations with legal, tax and other advisors
Attention to special projects, such as-
 -Concentrated position management
 -Stock option and restricted stock unit planning
 -Analysis of unique investment opportunities
 -Assistance on credit, mortgage or lease verses buy analysis
 -Other special projects as needed
Minimum of quarterly meetings of 1 to 2 hours in length