Charter Advisory's Planning & Consulting Services (PCS) practice encompasses not only our Wealth Planning Services, but includes our Family Office and Business Consulting practices.  These three practice areas are outlined below and include the Corporate Executive Services practice and the Charter Family Office.  

Fundamental to our PCS practice is comprehensive financial planning, wealth transfer planning, and philanthropic planning. We offer unique and creative solutions for managing your family's wealth and financial matters.  We offer a comprehensive platform of customized financial analysis and illustrations with our Personal Financial Profile™ (PFP).  The PFP platform is a very powerful planning tool used across all of our Wealth Planning practices including the Corporate Executive Services practice and within the Charter Family Office.


  • Personal Financial Planning
  • Financial Analysis & Modeling
  • Retirement Planning
  • Corporate Executive Services
  • Stock option & equity compensation planning
  • Employment agreement structuring
  • Estate, Trust and Wealth Transfer Planning
  • Philanthropic Planning
  • Donor Advised Fund (DAF) Implementation
  • Strategic integration of tax, financial and investment matters


  • Consolidation & oversight of family tax & financial matters
  • Family CFO services
  • Survivor Assistance Program
  • Trustee and Executor Support Services
  • Private business & family wealth integration planning
  • Private Foundation & Charitable entity oversight
  • Trust administration oversight and planning
  • Family governance & financial literacy
  • Investment Oversight
  • Family Wealth Structuring


  • Family holding company structuring & and private business registration
  • Outsourced CFO services
  • Sale of privately held businesses
  • M&A planning for private businesses
  • Business Succession Planning
  • Exit Planning
  • Compensation and Benefits Plans



¹Family office services are offered through Charter Family Office LLC.