You’ve worked hard to earn your wealth.
Now, you may be facing life transitions and other uncertainties that demand attention.
Cedrus can help with:
- Articulating Family Vision
- Succession Planning
- Education Funding Strategies
- Retirement Planning
- Estate Tax Strategies
- Asset Allocation, Disciplines and Performance Evaluation
- Wealth Management
- Money Manager Oversight
- Risk Management Strategies and evaluations
- Tax Strategies
- Strategic Family Projects