CENTERED ON
YOUR FAMILY

At the core, we are a firm rooted in fostering relationships and building connections. Financial data is only one element of a family’s life. We are steadfast in our commitment to understanding a family’s life journey. This allows us to provide proactive guidance for family members to navigate important financial milestones before they occur.

We are focused on delivering exceptional planning/financial recommendations and seamless coordination with your family office partners, wealth management teams, CPAs and estate planning attorneys. This collaboration creates synergies that lead to new ideas and better ways to manage wealth.

THE VERACY
SUITE OF
SERVICES

FINANCIAL SERVICES

  • Bill Pay and Expense Reporting
  • Bookkeeping
  • Cash Flow/liquidity Management
  • Lifestyle Budgeting/Forecasting
  • Customized Consolidated Balance Sheet Reporting
  • Liability Management

PERSONNEL MANAGEMENT

  • Hiring Coordination
  • Payroll Administration
  • Employee Benefits Coordination

RISK MANAGEMENT

  • Portfolio Tracking
  • Personal Liability Insurance Review
  • Banking/Lending Review

INTEGRATED PLANNING WITH TRUSTED ADVISORS

  • Estate and Trust Planning
  • LLC/Trust Administration and Reporting
  • Tax planning and Coordination
  • Financial Planning
  • Family Governance

PHILANTHROPY

  • Family Philanthropic Oversight and Review
  • Grant Making Oversight and NFP Evaluations
  • Entity Formation and Implementation
  • Administration and Management