FINANCIAL & LIFESTYLE PLANNING
Financial & Lifestyle Planning is about just that – your lifestyle. We work with you to establish your short- and long-term goals and then map out a customized strategy to get you there. These strategies can cover.
- Expenses
- Insurance
- Automotive Agreements
- Real Estate Purchases
- Investment Opportunities
- Estate, Gift, and Trust Planning
- Monthly Payroll
- Succession Planning
- Charitable Planning
INVESTMENT ADMINISTRATION
Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.
These services include reviewing monthly investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.
LICENSING & ROYALTIES
The licensing of assets, such as trademarks, proprietary processes, copyrights, and other intellectual property, have become a dominant source of revenue for many businesses. We have a dedicated Licensing & Royalties team that can advise you on due diligence, contract negotiations, and royalty management, as well as perform royalty audits on existing programs.
ADMINISTRATION FOR PATENT POOLS
We offer independent pool administration, management, and compliance services to patent pools. Our team supports the patent pool’s goals of efficiency and cost effectiveness; we address concerns about anti-trust issues, establish key financial relationships and procedures, collect royalties, and manage royalty reporting for these joint venture agreements.