wealth Management Services
Senior Management of Overbrook Management Corporation has more than 90 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, among others;
- Succession planning for our clients’ tangible property such as art and other collectibles;
- Philanthropy guidance;
- Trustee assistance;
- Cash flow and liquidity management; and
- Bill paying, expense management, and record keeping.
