Services
Core Services
ZAG’s nine member firms offer a range of core wealth management services, which include:
- Investment Management
- Comprehensive Financial Planning
- Tax Planning and Analysis
- Estate Planning
- Risk Management
- Cash Flow Management
- Philanthropic Planning
- Intergenerational Wealth Transfer
- Debt Management
- Asset Protection
- Investment Education
- Coordination of Advisory Team — Bankers, Attorneys, Accountants, Insurance, etc.
Additional Services
Each firm also may offer specialized services, such as:
- Tax Preparation
- Business Planning / Succession Planning
- Bill Paying
- Trustee Services
- Life Coaching – Comprehensive
- Charitable Trust/Donor Advised Fund Administration
- Visioning and Life Planning
- Pension Administration
- Qualified Plan Advisory Services
- Family Office Administrative Services
- Family Services
- Concierge Services
- Multi-Generational Education
- Real Estate Management
- Family Meetings
- Family Governance
(612) 281-9185 CST
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