Glow & Co provides individuals and families with complex financial situations a comprehensive approach to managing all facets of their financial lives, ensuring that their assets are the most productive, organized and efficient possible.
Our Services
GLOW & CO WORKS DIRECTLY WITH
CLIENTS, THEIR BANK & ADVISORS
Direct Bank Account Management between Clients and their Bank
Direct Advisor and Fund Manager Interaction between Clients and Advisors
Bank Account and Budget Management Directly with Banks
Advisor Assistance, Fund Due Diligence and Monitoring
GLOW & CO COLLABORATES WITH CLIENTS’ VARIOUS ENTITIES
Kids – Budget, Trust and Fiscal Responsibility Management
Trusts – Creation, Management and Disposition
Donor Advised Funds– Funding and Gifting Management
Other Entities– Oversight and coordination with any other entities in the financial realm (family foundations, college savings plans, concentrated stock positions, etc.)
GLOW & CO WORKS DIRECTLY WITH
CLIENTS ACROSS MULTIPLE SERVICES
Real Estate Brokers– Property Appraisals, Sales and Purchases
CPAs– Tax and Gift Planning, Organizing, and Preparation Oversight
Bookkeepers – Oversight of all Bill Pay, Budget and Bookkeeping Functions
Philanthropies – Due Diligence, Grant Submission, and Tax Prep Follow-up
Family Office Partners– Assistance with other Family Office Partners, Payroll, Cash Flow Planning
Estate Attorneys– Coordination of Estate Plan Creation, Updates and Execution; Gifting Strategies
Insurance Brokers– Oversight and Management of all Insurance Policies:
Home, Umbrella, Personal Liability, Life Insurance, etc.Investment Brokers– Due Diligence, Coordination of Funding and Distributions, Performance Oversight
Other Support– Various other Financially related responsibilities