7650 Rivers Edge Drive, Suite 240
Columbus, OH 43235
614.431.4336
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Family Office Services
Our Family Office Services include:
Estate planning – advanced
Investment portfolio planning
Business succession planning
Retirement / financial independence
Executive benefits
Insurance / risk management
Philanthropic planning
Business exit planning
Collaborative interaction with your accountant and attorney
We do not:
Draft legal documents
Provide legal advice
Prepare tax returns
Take custody of assets
Provide bill pay services