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What We Do
Across our private and public platforms, SMP provides the resources and networks individuals need tosteward their family legacy and lay the foundation for their personal legacy.
Interacting with the board and management of your family company
Exit planning
Understanding the basics of tax strategy
Understanding complex family enterprises
Increasing liquidity and optimizing asset mix
Sample comprehensive event calendar (from the snow polo world cup to family office/private wealth conferences to the Partridge Ball, know where to be year-round)
Preparatory school and university recommendation letters (multi-national)
