Serving High-Net-Worth and Ultra-High-Net-Worth Entrepreneurs, Families, and Businesses.
Private Wealth Management
Through our top-tier experts, BrookHaven™ assists with personalized investment strategies, tailored portfolio management, and proactive financial guidance.
Tax Strategy & Compliance Reporting
Our experts ensure compliance with tax regulations and provide comprehensive reporting to minimize liabilities and maximize savings.
Together with our top-tier experts, our proactive asset protection strategies safeguard your wealth, ensuring its preservation for future generations.
Trust & Family Governance Strategies
Our expertly driven trust structures and family governance strategies preserve and grow your wealth.
Cashflow Management & Financial Reporting
Our proactive and efficient cash flow management and financial reporting services optimize your financial resources.
Philanthropic & Legacy Planning
We collaborate with you to develop strategic philanthropic initiatives that align with your values, maximizing the impact of your charitable contributions and legacy wishes.
Next-Gen Wealth Transfer & Gifting Strategies
Our comprehensive wealth transfer and gifting strategies navigate complex tax implications and implement effective succession planning with efficiency and expertise.
Nex-Gen Career Planning & Education
Our in-depth career planning and education services set your family’s future generations on a track made for success.
Personal CFO Services
Our robust personal CFO services provide comprehensive financial oversight, budgeting, bill payment, and financial coordination.
Liquidity & Exit Planning
Maximize the value of your business or assets with our liquidity and exit planning strategies designed for smooth transitions and financial success.
Advanced Insurance Solutions
We assess your unique risk profile and collaborate with you to build customized strategies that mitigate risk, enhance security, and protect your wealth.
We implement comprehensive strategies to maintain confidentiality, delivering privacy and protection.
Personal Bill Pay
With a commitment to timeliness and accurate record-keeping, we simplify your job by handling the management of your bills.
We assist with aircraft acquisition, management and charter, providing seamless travel experiences tailored to you.
Cryptocurrency Tax Compliance & Trust Planning
Our experts provide comprehensive tax compliance solutions and assist in establishing robust trust structures for managing your cryptocurrency digital assets.
Credit & Lending Solutions
Our experts help you secure competitive financing options, optimizing your borrowing capabilities and effectively managing debt.
Collectively with our top-tier experts, our private banking solutions offer exclusive access to a range of banking services, including wealth management, investment opportunities, and specialized financial products.