Life Stage Services

Within the context of each life stage there are certain services appropriate to that stage. In addition, there are six Sutton services that apply to every stage, which are called our “Core Services”.

Work Start

Cash Flow Planning, Business Planning, Institutional Consulting, Fiduciary Consulting

Marriage

Cash Flow Planning, Asset Protection, Heritage Planning, Family Office

Children

Cash Flow Planning, Heritage Planning, Family Office, Special Needs Planning

Real Estate

Cash Flow Planning, Asset Protection, Heritage Planning, Business Planning

Investments

Asset Protection, Impact Investing, Institutional Consulting, Fiduciary Consulting

Business Start

Cash Flow Planning, Asset Protection, Family Office, Institutional Consulting

Education

Cash Flow Planning, Asset Protection, Family Office, Fiduciary Consulting

Work Change

Cash Flow Planning, Asset Protection, Family Office, Business Planning

Business Change

Asset Protection, Family Office, Business Planning, Institutional Consulting

Retirement

Cash Flow Planning, Asset Protection, Business Planning, Institutional Consulting

Inheritance

Heritage Planning, Estate Administration, Trust Settlement, Trustee Services

Family Loss

Heritage Planning, Estate Administration, Trust Settlement, Trustee Services

Disability

Elder Care Counseling, Family Office, Trustee Services, Special Need Planning

Divestiture

Heritage Planning, Elder Care Counseling, Estate Administration, Trust Settlement

Core Services

Financial Life Planning, Estate Planning, Wealth Management, Tax Planning, Risk Management and Legacy Planning