Below you will find an example of the way I create accordion or “fly out” content areas using your website’s content:

 

We Can Be Your Family Office - For Individuals and Families

  • Work as a Collaborative Team with Family Members, Legal, Trust and Estate, and Investment Counsel to Advise on all Aspects of Wealth Management

  • Advise, Design and Implement a Wide Range of Special Projects including “What If” Scenarios

  • HR Functions including Payroll; Benefits Administration; Assistance with Recruiting, Staffing, Background Checks, Employee Evaluation

  • Real Estate Issues Including Management of Real Estate Projects; Financial Accounting; Budget; Vendor Management

Specialized Client Accounting Services and Bill Payment

  • Individual and Specialized Entity Bookkeeping and Accounting, including Private Foundations

  • Client Accounting Services, Bill Payment, Wire Transfers, Cash Management

  • Consult on Optimal Internal or External Bill Payment Systems to Streamline Segregation of Costs

Financial Reporting

  • Weekly, Monthly and Quarterly Reporting for the Family or for Family Businesses

  • Consolidated Reporting and Tracking of Investment Assets

  • Management of Capital Calls, Stock Distributions, Tax Basis

  • Tracking of Company Stock and Stock Options

  • Net Worth, Cash Flow Analysis and Other Specialized Reporting

 

 

Below you will find an example of the way I create text hover over images as featured on your current homepage (styles, such as color and font, can be adjusted). Please excuse the silly imagery, of course it is just stand in: