Families of significant wealth have many complex needs and opportunities. High prospective income, estate tax liabilities, multiple residences, and business interests require special planning. Unique lifestyle needs demand special customization of services. Typically, there is a need for multi-generational family governance and wealth strategies. Cash flow requirements add a layer of complexity to asset allocation and tax strategies. Complicated ownership structures require close coordination of your team of advisors, as well as accurate measurement, assessment, and monitoring. Strategic philanthropy often impacts planning and investment strategies, too.