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, 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