Chess Financial Corporation

Description

Chess Financial Corporation provides wealth management services for individuals and their families. It offers family office administration services, which include bill paying, trust management, trustee, partnership accounting, charitable trust management, foundation management, real estate management, personal property management, family business advisory, family counseling, family meeting, private banking coordination, concierge, and document and record management. The company also provides investment management services, such as asset allocation, portfolio management, tax efficient modeling, manager selection, equities, fixed income, alternative strategies, performance reporting, consolidated reporting, and investment policy design. In addition, it offers financial consulting services, including financial and insurance planning, estate planning, cash flow and budgeting, financial reporting, retirement planning, education planning, philanthropic planning, coordinate external advisory, executive compensation strategies, generation skipping transfer, dynasty trust planning, and charitable trust design. Further, the company provides tax planning and compliance services, such as tax planning and preparation, IRS notices and audit, revenue rulings, estate tax planning, AMT planning, passive loss planning, gift tax planning, and stock option planning. Chess Financial Corporation was founded in 1986 and is based in Beachwood, Ohio. As per the transaction announced on August 15, 2011, Chess Financial Corporation operates as a subsidiary of Hartland & Co.

Tags:

Corporate Banking, Equity Bank, Real Estate Banking, Credit Card Loans