Financial Planning & Consulting

Stonehaven takes a holistic approach to wealth management which includes consulting and financial planning.  However from time to time, clients require special financial planning and/or consulting projects.  In the event a client request is beyond the scope of our normal wealth management services, we will discuss with the client the terms of our engagement and determine a mutually acceptable maximum fee based on an hourly rate.

Some of the areas, which we consult to clients include:

  • Liquidity and Cash Flow Management
  • Retirement Planning
  • Estate Planning, Gift Planning & After-Tax Wealth Management
  • Pre-liquidity Planning (IPO’s, Buy-outs, Sale of Highly Appreciated Property)
  • Stock Option Planning
  • Concentrated Stock Management
  • Business Succession/Exit Strategy Development
  • Asset Protection, Insurance
  • Structured Payouts
  • Family Office Services
  • Foundation Management, Charitable Giving, and Philanthropic Services
  • Complex family issues (Blended Families, Compound Management, Closely-held Family Business Issues, Children of Ultra Wealth, Life Simplification)
  • Unique Asset Acquisition, Management and Disposition (Land-use, Equine Management, Rare art, Rare collections, Leasing, etc.)
  • Cost of Living Analysis
  • Record Keeping System Development
  • Cost Basis Reconstruction
  • Educational Planning
  • Real Estate
  • Lending

We are not limited to the above areas of consulting. We are happy to entertain any projects for which you may want to seek our professional services, 978-430-0150.