wealth Management Services

Senior Management of Overbrook Management Corporation has more than 80 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.