Organizing and consolidating financial information
Coordination of outside advisors
Integration of estate planning, insurance planning and tax planning
Facilitating introductions to new advisors upon request (e.g., attorneys, accountants, insurance brokers)
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Asset allocation analysis and portfolio construction
Manager research and due diligence
Manager monitoring and rebalancing
Tax loss harvesting
Balance sheet optimization
Cash flow planning
Accumulation goals
Risk management
Wealth transfer
Next generation education
Pre and post liquidity planning
Sourcing of private capital opportunities
Due diligence
Administration
Subscription document preparation
Capital call management
Ongoing management of private capital
Over subscription
Recycling distributions
Liquidity management
