Aligning Your Current Needs With Your Future Goals
Our differentiated, full-service family office provides:
- Financial Planning
- Investment Strategy & Implementation
- Estate & Trust Planning
- Investment Management & Consulting
- Family Education
- Generational & Legacy Planning
- Business Succession Planning
- Benefits & Compensation Consulting
- Full-Service Tax Preparation & Planning
- Philanthropic Guidance
- Insurance Consulting
We understand how all of these disciplines impact each other, and we utilize this unique perspective to achieve success in obtaining your goals.
Delivering Peace of Mind
- Setting an overarching strategy for your family’s future and coordinating the flow of information among various constituents.
- Giving you back what you value most – your time – through efficient communication, in-person meetings, and unlimited contact, all of which are judicious in the use of your time. Still, you remain the ultimate decision-maker.
- Utilizing our investment research resources, your family benefits from the Crescent Grove Investment Committee’s defined investment process that underpins a customized portfolio designed to meet your goals.
- Accessing your accounts through our state-of-the-art platform, enabling you to view your entire financial picture in one easy-to-use and easy-to-access portal.