….until you finally can maintain and sustain a comfortable lifestyle
A select subset of our clients have achieved a level of wealth that requires certain specialized services. Fernwood has invested in and built out capabilities to deliver these specialized services, which augment our wealth and investment management services.
We work with you and your other advisors including accountants, lawyers, and employers to protect and grow your family’s wealth for future generations.
Highlighted services include:
- Multi generational Family Meetings to discuss and manage asset transfers
- Directly Sourced Private Equity and Private Real Estate Investments
- Direct Hedge Fund and Fund of Fund Access
- Philanthropic Planning and Implementation, including private foundations
- Specialized Reporting, Record Keeping and Bill Paying Services
- Serving as Trustee and Successor Trustee on a case by case basis
- Small Business Transition Planning