Wealth Planning

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 Corporate Executive Services and services offered through Charter Risk Advisors LLC (Insurance & Risk Management).  Fundamental to our PCS practice is comprehensive financial planning, estate planning, retirement planning and philanthropic planning. We offer unique and creative solutions for managing your family's wealth and financial matters.




  • Private business structuring & registration
  • Sale of privately held businesses
  • M&A planning for private businesses
  • Structuring of small & mid-size Private Equity and VC firms
  • Business Succession Planning
  • Exit Planning
  • Compensation and Benefits Plans
  • Group Life & Health Insurance Plans¹
  • Business Funding

¹Insurance & Risk Management offered through Charter Risk Advisors LLC.
²Family office services offered through Charter Family Office LLC.
³Bookkeeping services offered through Charter Private Bookkeeping LLC.