We work closely with you to identify your financial goals, understand your unique financial situation and create a financial plan that is custom tailored for you. We then coordinate and implement all of the investment, tax and estate strategies needed to make your objectives a reality. We repeat this process regularly as your needs and the financial landscape change.
We offer household financial management services customized to meet your requirements. We can assume the administrative burdens of day-to-day household finance – like paying bills, coordinating insurance coverage and managing household information. We can also help you navigate the complexities arising from changing circumstances and financial needs as family members grow and age.
We can help you develop and implement philanthropic plans to use your skills and financial resources to make a difference. Our tax consulting, estate planning and foundation administration expertise can help you achieve your philanthropic goals and continue a family legacy of giving back to the community.
Clients rely on us to help them address a broad range of tax-related planning and compliance – from finding solutions for a tax-efficient transfer of wealth within the family, to minimizing income or estate taxes, to preparing and filing both routine and specialized tax returns. Sawmill files more than 500 trust, individual, gift, partnership and family foundation returns a year – a service included in our standard fee.
We put your financial goals into action by executing an investment plan that is driven by your goals – not ours. Our investment process is thoughtful, disciplined, flexible and client-driven. We work with you to design an investment portfolio that is balanced and effective. Then, we carefully select and actively monitor your investments, and we give you clear reports on how your investments are doing. Finally, we make appropriate adjustments to your investment program as your needs and the environment warrant.
We offer a full range of trustee services through our South Dakota trust company. Our family office model focuses on building effective relationships over the long term and across generations. We carefully administer each trust in accordance with its intended purpose, ensuring continuity, stability and consistency with beneficiaries. Our focus on maintaining professional yet personal and caring relationships allows us to offer peace of mind and sound advice when a family member dies. We are there at every step, ensuring that the process of estate administration goes smoothly and according to plan.
Our goal is to help clients attain a level of financial understanding that allows them to participate comfortably and effectively in planning for the future, making key financial decisions and engaging in family governance. We do this through individual consulting on routine matters, as well as through more substantial educational efforts designed for entire families. We can help you structure or refine family governance and plan or facilitate family meetings.
