How much should you put down on the new house? What is a sensible equity stake in the new local bakery? What data will you use for your business valuation?
Because we invest in long-term relationships, we’ll be around to help you set up a SEP or advise on corporate cash management. We can coordinate bill payments for your aging parents or help you teach your kids how to balance a checkbook.
That’s all in a day’s work at our Community Family Office™.