-
Choose your category:
Individual & Family Financial Advice
- Lifestyle guidance through financial planning, integrated fiduciary advice and academic-based management of liquid and illiquid assets
- Comprehensive financial oversight of liquid financial assets
- Each relationship is managed by a senior financial advisor
- Access to banking and trust services
- Coordination and planning with family’s tax and legal advisors
- Asset protection and transfer
- Tax efficient investing
- Cash flow optimization
- Charity and philanthropy
- Education planning
- Family board meetings
- Document management
- Family member financial education
Family Office Services
- Lifestyle
- Goals-based financial planning, including a financial balance sheet and capital sufficiency analysis
- Customized financial reporting
- Custom credit solutions
- Assistance with liability restructuring
- Guidance with acquisition and financing of lifestyle assets
- Assistance meeting private banking needs
- Risk assessment, including insurance review
- Expense management
- Receive outstanding payables and track payments
- Track/monitor/categorize daily expense items
- Maintain/manage cash reserves
- Taxes
- Federal, state and local income tax planning
- Charitable tax planning and structuring
- Tax planning for trusts and estates
- Closely held business tax and coordination of planning
- Coordinate documentation for tax compliance
- Document Management
- Maintain document inventory, including copies of entity organization, trust documents, tax ID docs, annual reports, minutes, etc.
- Maintain summary of major assets, ownership, liabilities and key contacts
- Maintain copies of investment documents, statements, financial reports and correspondence
- Fiduciary Services
- Trust administration and management as representatives of affiliated trustees or as support for third party trustees
- Fiduciary accounting and beneficiary communications
- Provide liability support and advice for trustees
- Investments
- Investment Policy Statement for all accounts and/or legal entities
- Strategic asset allocation and investment strategy/management
- Investment due diligence, selection and monitoring
- Consolidated Investment reporting
- Education
- Development of individual and family education plans
- Delivery of educational programs focused on aspects of family wealth
- Next generation education
- Trustee and beneficiary mentoring
- Estate
- Review and illustration of estate plan, including asset flow chart, entity abstracts and analysis
- Creation and communication of wealth transfer objective
- Annual estate plan review, recommendations and monitoring
- Philanthropy
- Education on avenues for philanthropy and charitable giving
- Next generation involvement
- Shared values and giving interests identification
- Philanthropic mission statement development
- Foundation governance
- Charitable structure evaluation
- Strategic tax planning
- Governance
- Family meeting facilitation
- Family mission statement development and implementation
- Family governance system development, including development of a family constitution
- Succession planning
Video
Our Clients
Resurgent Financial Advisors CEO Kip Caffey speaks about the value Resurgent brings to its clients. Watch now!