Our Services
At The Rikoon Group, we offer a wide array of financial planning services to curate a strategy that incorporates all of your needs and goals in life.
INVESTMENT MANAGEMENT
Every person has different needs based on their personal situation and goals. We provide customized service and create individual portfolios designed and managed to help achieve your specific objectives. The portfolio management consists of asset allocation strategies with goals of growth, income and/or capital preservation. We also offer socially responsible investment options that adhere to the environmental, social and governance (ESG) requirements.
FINANCIAL PLANNING
We design a personalized plan to set priorities and guide you along the path to achieving your goals, while advising you on major transactions and life-decisions. Customized financial plans can be used to model both long and short-term goals as well as life transitions. We model future and current sources of income as well as expected expenses and work with you every step of the way from developing your goals to executing the financial plan and continuously managing it. Our coordination with your accountants, attorneys, trust officers, and other advisors streamlines your financial affairs.
ESTATE AND TRUST PLANNING
We will work with your team of advisors to develop a comprehensive estate plan. A thoughtfully structured estate plan can minimize estate and gift taxes and clearly distribute assets according to your wishes. Making these decisions often provokes anxiety and doubt, and our goal is to draw a family closer together and create a lasting impact on your beneficiaries’ lives.
MULTI-GENERATIONAL APPROACH
Our team is here to assist with all of your family needs, whether that is buying a home or planning for your children or grandchildren’s education. We often guide members of each generation through activities to help individuals gain financial literacy and knowledge. Emphasis is placed on hands-on experience to assist young adults with the responsibility of handling money.
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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