Family Financial Planning

Grant/GrossMendelsohn provides a variety of integrated resources to assist families in the management and planning for their wealth. Over the past 20 years, Gross Mendelsohn & Associates, together with Grant/GrossMendelsohn, has provided integrated investment, tax, charitable and estate planning strategies to provide the greatest benefits to help families achieve their long-term goals. The specific services provided are specifically tailored to the individual requirements of a family and each of its members. We have extensive experience helping families work through the multi-generational issues that arise, and apply cutting-edge strategies to each situation to achieve your long-term family goals. Services provided in this area include: Assistance in developing family goals, objectives and mission Organized reporting of family wealth as a starting point in planning and regularly updating the progress towards achievement of family goals Identify and implement asset allocation, investment strategies, investment managers and provide integrated reporting and benchmarking of performance Provide estate planning, including development of integrated wealth transfer strategies Develop family philanthropic goals and implement integrated estate and income planning-related strategies Develop multi-generational tax planning strategies tailored to family goals and individual needs Provide in-house personal management including cash flow reporting, review and/or actual day-to-day cash management and bill paying services