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
Email