Full-service advisory is for clients that desire a deeper relationship with their adviser, in addition to the management of their assets.
Since its inception, Black Cypress has managed the assets of high-net-worth families, advised on family foundations, legacy plans, and charitable giving as well as educated heirs to help ensure that the family’s wealth lasts into future generations. Black Cypress is also equipped to work with foundations and endowments to develop long-term plans to ensure assets impact lives today while growing for the future.
Full-service advisory at Black Cypress means an ‘all-star team’ approach. We want to develop and foster niche expertise and insight. As such, we develop investment and financial plans and manage our client’s assets, working cooperatively with a client’s existing experts in tax, insurance, and estate planning.
At request, Black Cypress can connect clients with a core group of estate planning lawyers, CPAs, and insurance agents, each of which can make initial assessments of the efficacy of a client’s situation.
To be clear, Black Cypress only earns fees for managing a client’s assets, and does not earn commissions or referral fees in its capacity as full-service adviser.
Full-service advisory can include:
ASSET MANAGEMENT – FINANCIAL PLANNING
LEGACY DEVELOPMENT – CHARITABLE GIVING – PRIVATE FAMILY FOUNDATIONS
DONOR-ADVISED FUNDS – HEIR PREPARATION THROUGH EDUCATION