Family Wealth Management, an affiliate of RCG, provides financial advisory and office services for wealthy families and individuals. The Firm delivers peace of mind by managing all the family's wealth management needs. The firm is a "fee only" registered investment advisor.

By delivering comprehensive financial services, the Firm ensures coordination of effort and improves the likelihood that overall financial goals are met. Since the firm provides its services for a fee rather than a commission, potential conflicts of interest are avoided.

Family Wealth Management services include:

• Portfolio management: portfolios are managed to meet the family's goals and objectives according to a written investment policy prepared for the family by the Firm;
• Income tax planning and compliance: proactive planning is provided considering all aspects of the family's finances;
• Wealth succession planning: comprehensive estate planning to maximize the family's retained wealth;
• Family philanthropy: charitable giving is coordinated to maximize the family's charitable goals using the most tax effective means;
• Accounting and record keeping: financial reporting on a comprehensive, consolidated basis;
• Ancillary management services: property management, risk management, and administrative services.

Family Wealth Management meets all of a family's wealth management needs on a comprehensive basis. The services are delivered on a fee basis aligning the Firm's financial interests with those of its clients.

In summary, Family Wealth Management saves valuable time and money while providing financial peace of mind.