Core provides financial advice for its clients separately from the management of their investment capital. Core is not a law firm or an accounting firm and we do not provide legal advice or tax advice. However, in our years of work in these areas, we have come to understand the broad financial issues that present themselves to families. In our work with our clients and with their legal and tax advisers, we have created efficient and sophisticated structures for clients’ financial capital.

We advise on matters relating to retirement plans, funding for education for children and grandchildren, charitable giving, business succession planning, realization of the value of shares in newly-public companies, and funding for new businesses. It is often the case that a simple solution exists that can have substantial financial benefits.