Financial Services We Offer

Comprehensive Reporting:

  • Preparing a comparative personal net worth statement on an agreed upon schedule
  • Preparing a detailed cash flow summary
  • Preparing an estate distribution flowchart
  • Preparing annual budgets

Investment Allocation, Selection and Monitoring:

  • Managing your portfolio on a discretionary basis or as an investment consultant
  • Developing strategic and tactical recommendations regarding the construction of your portfolio
  • Selecting appropriate investment strategies and managers from an open architecture platform
  • Monitoring and reporting on investment performance and asset allocation
  • Maintaining account data and supervising transaction activity

Income Tax Planning and Compliance:

  • Preparing tax returns, or working with your accountants to have them prepared, for you and your entities
  • Preparing periodic income tax projections, offering tax planning advice and preparing estimated tax vouchers
  • Accounting for your reportable transactions and helping you meet your US reporting requirements for foreign transactions

Estate Planning:

  • Reviewing your estate planning documents
  • Recommending improvements to your plan
  • Ensuring that essential tasks are completed
  • Implementing your estate plan
  • Monitoring and recommending changes in conjunction with your attorney as circumstances change

Family Financial Literacy Education and Coordination:

  • Working with your adult children to see that they are organized and utilizing appropriate techniques
  • Organizing family meetings to educate members of your family and to ensure collegiality and cooperation among the generations
  • Ensuring that all members of your family are acting in concert regarding their planning, within the bounds of confidentiality

Family Philanthropy:

  • Coordinating your charitable giving
  • Identifying tax efficient assets for charitable giving
  • Maintaining records of and tax returns for your private foundation

Cash Flow Planning and Bill Paying:

  • Developing a cash flow plan for individuals and entities
  • Coordinating all major cash transactions
  • Paying all bills and providing periodic activity reports and bank reconciliations for monitored accounts

Risk Management:

  • Reviewing property and casualty and life insurance coverage
  • Assessing the adequacy of liquidity to meet anticipated and potential cash obligations
  • Assessing concentration and counterparty risks in your investment portfolio
Bender Lane Advisory, LLC