Investment advisory at Black Cypress means an ‘all-star team’ approach. Our goal is to develop and foster niche expertise and insight. As such, Black Cypress develops investment plans and manages a client’s assets, while 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 investment adviser.
Investment advisory can include:
ASSET MANAGEMENT – INVESTMENT PLANNING
LEGACY DEVELOPMENT – CHARITABLE GIVING – PRIVATE FAMILY FOUNDATIONS
DONOR-ADVISED FUNDS – HEIR PREPARATION THROUGH EDUCATION