We have extensive editorial backgrounds in a broad range of advisory fields, including:
Individual and institutional investing, pension funds, fixed-income and equity securities analysis, portfolios/weightings, risk management, private equity management, alternative investments, tactical/long-term allocation, tax efficiency.
Outsourced CIO Services
Program development, vetting service providers, money manager selection, asset allocation, cash-flow needs, risk tolerance, risk management, expected returns versus liabilities, investment objectives, performance benchmarking.
Portfolio management, alternative investments, small-business consulting, succession planning, executive benefit planning, private placements, estate planning, trusts, charitable giving, multifamily office services, concierge services.
Investment Banking Services
Valuation methodologies for public/private companies, guidance on industry valuation methodologies, valuing previously unvalued asset categories, esoteric alternative investments, IPOs, transaction opinions, Chancery Court rulings.
Life planning, retirement planning/vehicles and income streams (401(k), defined benefit plans, IRAs, Social Security), retirement lifestyle goals, education planning, withdrawal rates, insurance, annuities, retirement plan advisory services.
Executive Compensation Consulting
Performance incentive design, pay/performance benchmarking, compensation governance, proxy disclosure, severance agreements, deferred compensation, dilution mitigation, shareholder relations, compensation plan optics.