River Capital Advisors, with our CPA firm affiliate Smoak, Davis & Nixon LLP, have the resources to provide customized solutions as our clients’ personal Chief Financial Officer:

• Education Planning
  
• Estate Planning & Family Wealth Counseling
  • Wealth Transfer Strategies
  • Gift Planning
  • Succession
    
• Family Office
  • Coordination of Advisors
  • Personal Accounting
  • Personal Bill Pay & Check Writing
  • Preparation of Single Consolidated Investment Reports from Multiple Custodians
    
• Fiduciary and Concierge Services
  
• Income, Gift, Trust and Estate Tax Planning & Preparation
  
• Retirement & IRA Planning
  • IRA Distribution Planning
  • Required Distributions (RMDs)
  • Beneficiary Planning, Roth Conversions
  • Stretch IRA
    
• Philanthropic Strategies
  
• Risk Management
  
• Trust Services
  • Accounting and Administration