Our Services

Asset Allocation and Investment Management

We serve our clients’ investment needs through our registered investment adviser affiliate, Palisades Hudson Asset Management, L.P. (PHAM). Our investment-related services include portfolio review, asset allocation, performance reporting and discretionary investment management. For more information about how we manage investments, our fee structure, and a letter from our Chief Investment Officer, please click here.

Personal Financial Planning

We offer a broad array of personal financial planning services including estate planning, insurance consulting, trust planning, cross border planning, business valuation & appraisal, family office & business management, and executive financial planning. For more information about these services please click here.

Financial Management Services

Our comprehensive financial management services include cash flow management and budgeting, bill-paying, and bookkeeping. For more information about our financial management services please click here.

Sophisticated Tax Planning & Return Preparation

We have extensive experience assisting clients with a wide range of complex personal and business tax concerns. We provide our clients with effective planning and efficient tax return preparation, ensuring that they satisfy their legal obligations without overlooking opportunities to reduce their overall tax burden. For more information please click here.

2 Overhill Road, Suite 100 Scarsdale, NY 10583 Phone (914) 723-5000 Fax (914) 723-5139		110 E. Broward Blvd., Suite 1620 Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554
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