Our comprehensive approach ensemble covers a wide spectrum of wealth management and multi-family office services which may include the following depending on your needs:
Goals-based Financial Planning Retirement Planning College Planning Insurance Analysis Cash Flow Analysis Estate Plan Analysis
Discretionary Asset Management
Investment Manager Selection
Comprehensive Financial Planning Custom Family Education Medical Invoice Reconciliation Bill Payment Estate and Wealth Transfer Planning Tax Preparation Investment Tax Planning Risk Management Liability Management
*Multi-Family Office Services may be delivered to the client either by John D. O’Malley, Jr., Eastgate staff, through Steven Spector LLC, or through a contractor of either Eastgate’s or the client’s choosing.