Wealth Management Services

Alpha Wealth Management Charities

Governance
- meeting facilitation
- mission statement development and execution
- governance system development
- succession planning
Education
- financial educational programs
- family wealth mentoring
- trustee and beneficiary mentoring
- values education and mentoring
Estate
- review and illustration of estate plan
- creation and communication of wealth transfer objectives
- development and implementation of estate planning recommendations
- estate plan reviews and monitoring
- trustee services
- trust administration
- estate administration
Risk Management
- evaluation and acquisition of property and casualty insurance
- evaluation and acquisition of life insurance
- personal liability assessment
Philanthropy
- education on philanthropy
- next generation involvement
- shared values and giving interests identification
- philanthropic mission statement development
- foundation governance
- charitable structure evaluation
- strategic tax planning
Investments
- current portfolio review
- investment policy definition
- asset allocation strategy
- investment strategy
- manager selection and oversight
- ongoing portfolio review and reporting
Lifestyle
- creation and monitoring of financial plan
- liquidity planning and reporting
- assistance with acquisition of lifestyle assets
Taxes
- federal, state and local income tax planning
- timely harvesting of gains and losses
- maximizing the benefits of philanthropy
- closely-held business tax and coordination of planning
- tax planning for trusts and estates
- coordination of financial data with tax preparers
- tax compliance
- bookkeeping
Corporate &
Business Services
- non-profit foundation and planned giving
- retirement plans for-profit, non-profit, and individuals
- operating reserve and operating account management
- business plan review and strategy proposal