Wealth Management Services

Overbrook Management Corporation has more than 65 years of experience managing the financial affairs of our clients. Our wealth management services include:

  • Coordination with our clients' other advisors, including trust and estate counsel, tax accountants, insurance advisors, and other financial advisors
  • Succession planning for our clients' tangible property such as art and other collectibles
  • Philanthropy guidance
  • Trustee assistance
  • Cash flow and liquidity management
  • Bill paying, expense management and record keeping