| Investment Management |
Northeast acts as either a discretionary or
non-discretionary investment advisor to individuals, families, as well as
charities and other tax-exempt institutions.
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| Trustee Services |
Officers of Northeast serve as professional trustees,
providing objective advice to the needs of both individuals and families as
well as managing the investments and transfer of wealth to future generations.
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| Estate Planning and Estate Settlement |
Officers of Northeast work with individuals and families
on an ongoing basis to assist them in developing and maintaining an estate plan
that meets their goals for the transition of family assets in an appropriate
and tax-efficient manner. Northeast officers also serve to assist in settling
estates as executor or co-executor.
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| Financial Planning and Personal Finances |
For clients who desire more complete financial planning,
officers of Northeast plan, manage and coordinate family and charitable
gifting, budgeting, payment of bills, insurance, loan arrangements, the
purchase and sales of houses and a host of other transactions.
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| Asset Custody |
Northeast provides for the custody of its clients'
assets. These services encompass all forms of record keeping, income
collection, trade settlement and report preparation.
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| Tax Preparation
|
Northeast provides service as a preparer of individual
and fiduciary tax returns and is available to assist in consultations relating
to tax issues arising from client's personal, business or family investments.
All client accounts for which Northeast serves as custodian receive a year-end
package detailing gain/loss, income collected and fees paid. |
| Accounting
|
Northeast provides portfolio management, trust and
probate accounting directly from its in-house computer system. |
