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.
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).
WEALTH PLANNING
- Personal Financial Planning
- Investment Planning and Advisory
- 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
FAMILY OFFICE SERVICES
- Family CFO services
- Survivor Assistance Program
- Private business & family wealth integration planning
- Family governance & financial literacy
- Family Wealth Structuring
BUSINESS CONSULTING
- Outsourced CFO services
- Sale of privately held businesses
- M&A planning for private businesses
- Business Succession Planning
- Exit Planning
- Compensation and Benefits Plans