Services
Tanistry Wealth Management offers affluent families a wide variety of services to help maintain sustainable wealth. These services not only help families preserve wealth for generations, they also help families instill strong values and a responsible attitude toward wealth with their children.
Portfolio Management Services
• Investment policy
• Asset allocation
• Due diligence
• Manager selection
• Consolidated reporting
• Performance measurement
• Brokerage and custody
Tax Planning Services
• Review
• Tax deferral structures
Estate Planning Services
• Design and documentation
• Trust administration
• Charitable entities
• Business management and integration
Risk Management Services
• Insurance (personal, life, health, etc.)
• Security
• Asset protection
• Hedging of concentrated positions
Administrative Services (Back Office)
• Consolidated financial statements
• Budgeting and cash flow
• Technology and systems
• Record keeping/retention
Lifestyle Management Services
• Parent Care Solution TM
• Generation financial education
Philanthropic Services
• Charitable mission• Family foundation
• Grant making and monitoring
To review a detailed illustration of how our services work, please click here
