Wealth management
We know your life is measured in more than just numbers. That’s why SMCG’s Wealth Management advisors take the time to get to know you and your financial goals. We want to see the full picture of your life and help you live it to the fullest.
SMCG’s board members are experienced in investment & management consultancy, providing full-service private wealth management solutions. We offer investment consulting, retirement, concierge and insurance planning services to enhance and protect your personal wealth strategy. And, we have the business management and retirement planning services to propel your business forward, too.
Family office services
Just as every family is unique, every family office’s needs are unique as well. SMCG works with each family to understand your goals and suggest solutions to meet and exceed them. Our specialists can help you not only structure but manage your family office with accounting, tax and wealth management services. We can assign a dedicated family office executive that will provide a bespoke experience. Or, we can work with your existing advisors to supplement their efforts with any of our core family office services.
Private wealth tax planning and compliance
Taxes are a certainty, but have you considered proactively optimizing your tax planning and compliance? Doing so can put you, your family members and your business in the best possible position to achieve your goals.
Our tax professionals work with our clients on all forms of individual tax compliance and planning. We cover individual & corporate income tax, estate taxes and Succession Wealth tax.
Trust and Estate planning
Estate planning is all about putting the right structures in place to make sure your assets are distributed the way you want and in an effective way.
Protecting your wealth for future generations is key to building your legacy. In addition to traditional estate planning services, we also offer tax analysis for domestic and international wealth transfer. And, we offer planning assistance for several areas.
Family business advisory
Whether your family business has thrived throughout generations or is just starting out, SMCG experts are here to help. Our family business advisors are knowledgeable in the unique benefits and challenges family businesses face. Rely on us for succession planning and next generation development, ownership transitions/exit planning, growth strategy, conflict management and mergers and acquisitions assistance.