Personalized account management often necessitates consulting with our clients on a variety of finance-related matters during periods of life transition or in response to a family or individual’s current needs. These may include:

  • Budget/Cash Management
  • Charitable Giving
  • College Planning
  • Family Business Succession
  • Low Basis Stock Holdings
  • Multi-generational Planning
  • Retirement Income
  • Stock Option Advisement
  • Tax Efficiency
adell harriman and carpenter investment management