Services We Offer
Our areas of Expertise
Bookeeping & Bill Pay
Our bookkeeping services provide you with
the transparency necessary to monitor your
monthly activity and keep you on track for
your long-term goals.
Concierge Services
We offer a fleet of concierge services designed to take thehassle out of travel planning, relocation, vehicle shipments, entertainment and family matters.
Cash Management & Budgeting
Our team will create and manage a financial
plan to allocate current and future income
towards expenses, debt repayment, savings
and investments.
Customer Reporting & Personal Finance
Our timely reporting details all aspects of
your financial world. We actively analyze
fluctuations and discrepancies in order to
create the most useful report possible.
Estate Planning & Administration
Our team of legal partners specialize in trust administration, estate planning, multi-generational wealth transfer and oversee the preparation of all estate documents for you including wills, trusts, and health directives.
Retirement Planning
Our team will create and manage a financial
plan to allocate current and future income
towards expenses, debt repayment, savings
and investments. We have developed a systematic review process to monitor cash flow.
Foundation & Charitable Giving
We help you to identify the philanthropic
values and interests you have and connect
those with your giving. We will assist you in
creating a plan and recommend the proper
avenues for charitable giving.
Real Estate Services
We assist you with a wide range of services related to your real estate transactions. Our team provides consulting services associated with contract negotiation, financing, due diligence and advisory oversight of the execution of purchases and sales of various types of property.
Investment Services
Building financial security requires careful
management of personal liabilities. Whether you are buying a home, purchasing a car or establishing a line of credit, RISECAPITAL will assist you with your financing needs.
Risk Management
We believe that it is critical for you to be prepared for the unknown. We work with asset protection specialists and insurance providers to assist in minimizing your risk and protecting your assets. Our areas of focus include life, health, disability, property, and casualty insurance.
Private Banking
Our extensive relationship with private
banks and financial institutions provides
you with a team of experienced professionals who offer integrated banking solutions delivered with the highest level of service.
Tax Advisory Services
We work to create optimal tax savings by teaming up with agents, accountants and outside advisors to understand your complete tax picture. Our services include research and consulting on various tax matters, annual tax preparation and managing tax audits and inquiries on your behalf.
