All inclusive financial resource; providing the client a comprehensive service for financial, legal and personal matters. This service includes all of the Personal CFO has to offer.
In addition, the client receives:
Personal Concierge services: travel planning, domestic home care services, auto and recreation vehicle acquisition assistance, 24/7 on call concierge by phone to assist with information, reservations, and directions
Access to Alternative Investment opportunities
Investment oversight and management, including multiple money managers with combined reporting
Professional resources: 12 hours of legal consultation (Estate, Corporate, etc.)
12 hours of Strategic Tax Planning each year (Tax Attorney or CPA)
Personal Tax return filing or CPA review of return for potential opportunities
Philanthropic Planning and Wealth Transfer
Family Education and Financial Awareness Workshops
Business Planning and Transition Services:
Business and Marketing Plan creation and management
Review and assess business transition strategy
Assist in transition process with other advisors
Key Man and Buy Sell agreement services, funding recommendations
Book Keeping Services
Key Benefit: provides the client with virtually unlimited resources to help their lives run smoothly, peace of mind knowing SCFS is there to protect their interests, honor their goals and be a point of leverage to simplify their lives.