Family Wealth Consulting Platform
Clarity provides a broad array of sophisticated Family Wealth Consulting Services that its clients may choose a la carte, including:
Information Management Services
Customized and Consolidated Asset and Performance Reporting Services
o Tangible and Intangible Assets (Consolidated and Customized Family Wealth Views)
o Alternative Investment Tracking (Pacing Schedules and IRR Reports re Private Equity)
o Portfolio Performance Analytics and Performance Attribution
Family Investment LLC Sample Report
Preserve and Protect Planning
See Family Office Services for Detailed Description
o Family Administration
o Entity Administration
o Family Wealth Structure Administration
o Tax Compliance Management Services
Comprehensive and Multi-Generational Wealth Plan Development
Development of Multi-Generational Comprehensive Wealth Diagnostics
Philanthropic Services
Philanthropic Strategy Consulting
Mission and Wealth Structure Analysis (Private Foundations, Donor Advised funds, Charitable Trusts)
Entity Formation Analysis (Operating and Non-Operating Foundations)
Entity Administration (Annual Regulatory and Tax Filings)
Program Related Investments
Grant Making Administration Services
MIR Calculations
Expenditure Responsibility and Equivalency Determinations
Strategic Wealth Consulting Services
Tax Minimization Planning
Strategic Dynastic Trust Planning (e.g., SLATs/BIDITs/642(c) Charitable Trusts)
Strategic Net Worth Reduction Planning (Leveraged Wealth Transfer Planning)
Sophisticated Income Tax Planning (e.g., Derivative Based, Partnership Tax Based, Charitable Based, State-Level Tax Elimination, Capital Gain Tax Deferral-Reduction Planning, and Pre-Monetization Planning)
Family Wealth Scorecard Analysis
Innovative Wealth Solutions
Integrated Planning Solutions Achieve Leveraged Wealth Transfer, Income Tax Reduction and Portfolio Volatility Reduction (e.g., Charitable LLC Planning, Deriva-IDIT/BIDIT Planning, Private Exchange Fund Planning, PAGRADIT Planning)
Creative Charitable-Based Strategies (e.g., NDNIMCRUT/NDCRUT/NDNECT/UBTI Blocker Entities/Fiduciary Income Blockers)
Creative IRC 2036 Strategies (e.g., “Waldahl Planning”)
Equity Risk Management/Single Stock Concentration Planning (Derivative and Non-Derivative Based)
Creditor Protection Planning (e.g., Self-Settled Domestic Asset Protection Trust Planning per DAPT Statutes, Irrevocable Discretionary Trust Planning, Family Limited Liability/Partnership Investment Company Planning)
Portfolio Volatility Minimization Planning (e.g., Family Wealth Policy and Risk Policy Statements Per Tax Characterization Analysis, Cash Flow and Liquidity Constraint Analysis)