Family Office Services
Xinsider provides high-level financial planning through an integrative approach. Combining asset management, cash management, risk management, financial planning, lifestyle management, and other services, we help clients navigate the complex world of wealth management.
Investment Strategy and Implementation
Investment policy development
Asset allocation plan development
Investment managers selection
Investment vehicle structures
In-house portfolio management
Custodial oversight
Core asset class oversight
Alternative asset class oversight
Special asset class research
Allocation and rebalancing oversight
Integrated Financial Strategies
Balance sheet analysis
Integrated tax and income plan design
Retirement planning
Analysis of professional advisors and fees
Tax and income plan implementation
Bank financing analysis and negotiations
Coordination of team of advisors
Client Information Management
Annual consolidated net worth statements
Cash flow analysis
Quarterly investment performance reports
Quarterly investment partnership accounting
Monthly entity accounting and reporting
Annual status reports compared to plan
Online access to custom reports
Recordkeeping for personal property
Wealth Transfer Planning
Development of objectives
Multi-generational snapshot of existing strategies
Legal and tax strategies under consideration
Financial modeling of alternative strategies
Explanation of plans to owners
Action plan to implement changes
Trusteeship Services
Trustee fiduciary services
Agent for trustee compliance
Investment and beneficiary education
Advice on distributive duties
Cost analysis and negotiation of trustee fees
Selection and training of trustees and protectors
Beneficiary education and mentoring
Estate administration
Liability Management
Trustee liability audit
Property and casualty insurance assessment
Life insurance analysis
Specialty practice lines of insurance
Personal security
Collectibles inventory, appraisal, and protection
Carrier solvency reporting
Lifestyle Enhancements
Personal bill paying
Domestic help and payroll
Tax compliance
Property management
Cash flow management and forecasting
Private travel management
Aircraft / watercraft management
Concierge services
Family Continuity/Client Education
Family governance
Family education plan
Family meeting coordination
Family news communication plan
Leadership training
Career planning
Coaching and mentoring