We are a financial services firm specializing in the design, implementation, and administration of:
Asset Management
- Portfolio Valuation
- Asset Allocation
- Performance and Monte-Carlo Analysis
- Manager Fee Evaluation
- Fee-In-Lieu Plans
Estate & Wealth Preservation
- Estate Preservation and Tax Reduction Planning (AB Trusts, Credit Sheltered Trusts, FLPs)
- Generation Skipping and Strategic Gifting
- “Gifting the Family Business”
- Business Succession Planning
- SERP/Phantom Stock
- Estate Equalization
Charitable Planning
- Charitable Giving Techniques (CRTs, Etc.)
- Family Foundations
- Philanthropic Strategies
- Specialized Gifting Strategies
Family Office Services
- Tax Planning
- Trust Administration
- Debt & Finance Structure
- Balance Sheet Analysis
- Family Governance
- Banking and Lending Consulting
6100 Fairview Road, Suite 1150, Charlotte, NC 28210
Phone: (704) 442-4402 Fax: (704) 442-4403 Email: nbrandon@byronfin.com