At Windsor, we create and implement a goal-aligned and holistic investment strategy that identifies and provides access to unique investment opportunities, leveraging our network to review, advise, and execute significant financial transactions.

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We apply our experience and training to facilitate (and often coach) a process to develop your strategy, then refine and optimize it as your life and situation evolves.

We leverage Windsor’s experience in coordinating, hosting, and contributing to meaningful family meetings. We consult family members regarding their personal financial plans and interaction with the family’s broader plan.

Windsor provides comprehensive financial reporting, review, and a quarterly balance sheet with an investment rollforward. In addition, we monitor client transactions, provide monthly reporting, as well as ongoing forecasting for cash management.

We review tax returns using our experience and historical knowledge of the family’s ongoing financial strategy. Then we evaluate tax-efficient solutions for transactions including those related to business interests, executive compensation, and equity awards.

*All tax issues should also be reviewed with the client’s tax professional.

We maintain a comprehensive summary of all estate structures and entities. We prepare an estate projection to assess existing structures and future planning opportunities.

*Please consult your legal counsel for advice related to your particular circumstances.

We evaluate the insurance agent/team and review coverages to recommend proposed changes as needed. We also leverage Windsor’s network for partners to consult on risk management needs.

We explore passions and advise on financially efficient funding. We also oversee evaluation and execution of charitable structures and strategy.