OUR SERVICES

  • WEALTH STEWARDSHIP PROGRAM
  • RETIREMENT PLANNING
  • INVESTMENT REVIEW & ANALYSIS
  • INSURANCE NEEDS ANALYSIS
  • ESTATE PLANNING
  • ESTATE ADMINISTRATION
  • TAX STRATEGIES
  • FAMILY OFFICE SERVICES
  • ANNUAL NET WORTH ANALYSIS

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WEALTH ADVISORY AND STEWARDSHIP SERVICES

At Henderson Partners, it is our goal to provide clients with an integrated, solutions-based, structured approach to the management and coordination of their wealth management needs. We also believe that integrated planning is better than stand alone planning and we are proud to offer our clients a unique approach to helping them grow and manage their wealth.

Advice only means that our compensation is not tied to financial products, referrals or the value of your assets. Our objectivity and independence ensure that the solutions we recommend are based on the merits of the strategies alone and the value they bring to our clients. Here are some of the ways we are helping our clients achieve a cohesive wealth management plan:

Comprehensive Planning Services
 Cash flow analysis / retirement planning
 Risk Management
• Estate Planning
• Financial Management
• Tax Planning
• Philanthropic planning
 Family governance

Investment Advisory Services
• Portfolio Review Assessment
 Manager Search
• Investment Oversight

Estate and Trust Services
 Preparation of accounts for passing by the courts
• Inventory and valuation of deceased’s assets and liabilities
• Maintaining estate and trust books and records
Where necessary, arrange for interim management of the deceased’s business
 Providing monthly, quarterly or annual reports to beneficiaries
Assist with management of assets for on-going trusts if the will so directs
 Preparation and review of trust and estate tax returns
• Preparation and advice related to terminal tax returns

Family Office Services
• Family governance
• Family communication strategy
• General family and wealth education
• Philanthropic planning and management
• Project management
• Referrals to other specialists
 Cash Management and budgeting
• Consolidated investment reporting
• Foundation and philanthropy administration
 Bill paying and banking
 Insurance renewals
• Coordination of advisor team

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