| stonemarcc |
family office & support services
We offer a wide range of services tailored to building, managing and preserving your wealth.
Wealth Management and Investment Services
Investment Management: Creating and managing investment portfolios, including asset allocation, risk management, and performance monitoring.
Financial Planning: Long-term financial planning, including retirement planning, estate planning, and cash flow management.
Tax Planning: Developing strategies to minimize tax liabilities, including income tax, estate tax, and capital gains tax.
Estate and Trust Planning
Estate Planning: Structuring the transfer of wealth to future generations in a tax-efficient manner, including the creation of wills, trusts, and other legal structures.
Trust Management: Administering and managing trusts, ensuring that assets are distributed according to the family's wishes.
Housing Placement
Addressing the critical housing needs of:
Young adults aged 18-24 who have aged out of foster care
Veterans
Citizens experiencing homelessness
Citizens with housing vouchers
Philanthropy and Charitable Giving
Charitable Planning: Advising on philanthropic goals, establishing charitable foundations, and managing donations.
Grant Management: Overseeing the distribution of grants and ensuring compliance with legal and regulatory requirements.
Risk Management and Insurance
Insurance Planning: Assessing and implementing appropriate insurance coverage, including life, health, property, and liability insurance.
Risk Assessment: Identifying potential risks and developing strategies to mitigate them, including asset protection strategies.
Education and Training
Financial education and leadership training for now and for younger generations to prepare them for future roles within the family business or management of family wealth.
Lifestyle and Concierge Services
Concierge Services: Assisting with lifestyle needs, including travel arrangements, luxury purchases, and personal security.
Property Management: Managing and maintaining family properties, including real estate investments, vacation homes, and private estates.
Business Advisory and Management
Business Consulting: Providing strategic advice for family-owned businesses, including succession planning, mergers and acquisitions, and operational management.
Corporate Governance: Advising on the governance of family-owned businesses, including board composition and corporate strategy.
Succession Planning
Planning and managing the transition of leadership within the family business or management of family assets to the next generation.
Tax and Accounting Services
Accounting Services: Providing comprehensive accounting services, including bookkeeping, financial reporting, and audits.
Tax Compliance: Ensuring that the family's tax filings are accurate and timely, and that they comply with all relevant tax laws.
Personal financing solutions
We help you find the best funding sources with terms that work for you.