A fiduciary is a person or organization that is legally or ethically obligated to act on behalf of another person or group to put their interest first. Fiduciaries are often entrusted with managing money or property for something else, such as when making financial or investment decisions.
They are held to a high standard of care and must act with integrity and transparency. This includes keeping detailed records, disclosing any potential conflicts of interest, and exercising sound judgment and ethical decision-making abilities.
We have no required minimums however we do have a minimum annual fee of $5,000 per year.
At this point, we consider digital assets to be highly volatile, and should only be part of an investment strategy in rare situations. Having said that, we have worked with digital assets in the past. Should the regulatory landscape change, we will revisit our stance.
We have worked with many clients who have concentrated stock positions. There may be tax efficient ways to diversify out of a concentrated stock position – please get in touch with us!
We help clients plan for and analyze Incentive Stock Options (ISOs), Non- Qualified Options (NSOs), Restricted Stock Units (RSUs), as well as other compensation models.
Yes – to the extent allowed and authorized by clients in writing.
