Our Services
Our Services
How We’ll Support You
Truly personal service is the essence of our Total Wealth Management® process. Our goal is for every member of our team to listen to what your family needs and meet you where you are, with service that matches your priorities.
Investment
Management
Financial
Advisory
Retirement
Planning
Tax
Strategy
Estate
Planning
Charitable
Giving
Business
Advisory
Risk
Management
Multi-Generational
Services
Investment
Management
Institutional Discipline. Personalized Implementation.
We believe successful investing is more than selecting investments. It is the disciplined allocation of capital—balancing opportunity, risk, taxes, and changing market conditions through a repeatable investment process.
Our in-house Investment Committee oversees a disciplined, committee-driven investment process refined over more than 35 years. While the underlying investment disciplines remain consistent, their implementation reflects each family’s tax circumstances, account structure, cash flow needs, and long-term objectives. When appropriate, carefully selected private investments may complement a diversified portfolio.
- In-house investment management guided by a disciplined, committee-driven investment process
- Thoughtful portfolio implementation reflecting your tax circumstances, account structure, cash flow needs, and long-term objectives
- Tax-efficient portfolio management integrated into every investment decision
Financial
Advisory
Every part of your finances, connected.
When have your financial decisions ever lived in neat categories? An investment choice affects your taxes. A tax decision shapes your estate plan. A change in your career or business can shift everything at once.
We align investments, tax strategy, estate considerations, and risk so they support the same long-term direction, working side-by-side with your attorneys and accountants. Everyone’s voice matters in your wealth plan.
- Investments, taxes, estates, risk, all woven into a single plan
- Proactive coordination with your attorneys, accountants, and other advisors
- We look for problems before they surface, not after they’ve already cost you
Retirement
Planning
Support for the next steps in your journey.
You spent your life building your wealth, and now it needs to support you. Each choice has longer consequences.
Your vision of retirement is unique. You may step back from your work, or continue your career in a different capacity. Your retirement plan should reflect this flexibility.
We coordinate cash flow, investment management, and tax exposure to support your lifestyle over time.
- Strategies built around how your life will actually unfold, not a generic timeline
- Cash flow, investments, and tax exposure coordinated to support your lifestyle long-term
- Clear guidance on which assets to draw from, in what order, and when to adjust
Tax
Strategy
What you keep is as important as what you earn.
We take a forward-looking view to tax strategy. We evaluate decisions based on their long-term effect. We look for opportunities that support your Total Wealth Management plan, because no tax strategy can be effective in a vacuum.
Our team works alongside your CPA to ensure strategies are implemented correctly and consistently. The objective is alignment, not duplication.
- Forward-looking decisions evaluated for long-term effect, not just the current year
- Scenario modeling to determine when to realize gains and how to structure income
- Full coordination with your team of tax professionals
Estate
Planning
Planning your legacy with intention.
We approach estate planning as an ongoing process. We work with you to design trusts and legal structures to function in real situations.
The work extends beyond documents. Preparing the next generation is just as important as transferring wealth to them. We help your family members understand the purpose behind the plan and how decisions should be made over time.
- Trusts and legal structures designed to function in real situations, not just on paper
- Plans are reviewed and updated as laws, family dynamics, and intentions evolve
- We help families have the conversations that matter most, before they need to
Charitable
Giving
Fueling the causes that matter to you.
Decisions around timing and tax impact can shape both the effectiveness of the gift and its long-term role in a financial plan.
We will develop a plan to align giving with your values while considering how and when contributions are made. The focus is on making your giving thoughtful, sustainable, and aligned with the broader direction of your wealth.
- Donor-advised funds, foundations, and other giving structures matched to your goals
- Tax impact and timing built into the strategy, not considered after the fact
- Multi-generational giving frameworks for families who want philanthropy to be a shared value
Business
Advisory
Translating professional success into personal wealth.
The decisions you make as an entrepreneur can shape your personal wealth in lasting ways.
Tanglewood supports business owners through exit strategies to maximize your options. Whether a sale is years away or already approaching, preparation creates more flexibility and better outcomes.
We understand how the steps you take today can prepare you for the next chapters in your personal and professional life. Through major or unexpected events, we will support your trusted financial partners to execute your plan with full coordination.
- Personal and business financial goals planned together so both move in the same direction
- Full coordination with your legal, banking, and financial partners through major events
- Exit planning designed to maximize options, whether a transaction is near or years away
Risk
Management
Finding the right balance for you.
Risk exists across every part of your financial life.
We help you see the way that risk is expressed across your full balance sheet. We have extensive experience in transitioning clients away from concentrated positions, lowering the overall risk profile while managing the tax impact. We test every investment plan under different conditions to understand how they hold up when circumstances change.
- Comprehensive, ongoing risk assessment
- Proven experience reducing concentrated positions while managing the tax consequences
- Every plan stress-tested under different conditions to identify hidden vulnerabilities
Multi-Generational
Services
Transferring wealth and values to the next generation.
Wealth moves through families over time. Without preparation, that transition can create uncertainty or strain relationships.
Your values matter as much as the wealth that moves through families over time. We work with you to build decision-making confidence and a clear sense of responsibility between generations.
We guide Conversations around goals and intentions with care so they remain productive and clear. Younger family members are introduced to foundational concepts, while others take on more active roles over time.
- Wealth transfer structured alongside preparation of the people who will receive it
- Family conversations around goals and intentions guided to stay clear and productive
- Education tailored to each generation’s stage of life and level of responsibility