Investment Supervisory Services: Investment strategy, Personal investment policy statement, Asset allocation, Asset selection, Risk tolerance, Portfolio monitoring. Non-Investment Related Family Office and Consulting Services: Trustee Services, Coordination of Professionals, Estate Planning, Philanthropic Planning, Life Insurance Analysis, Debt Structure and Analysis, Bank Financing, Foundation Management, Entity Administration, Risk Management & Asset Protection Consulting, Fraud Detection/Accountability, Real Estate Management, Family Business Advisory, Family Counseling/Family Meetings, Sufficiency and Retirement Planing, Document Management and Scanning, Bill Payment Services, Personal Financial Statement Preparation.

Heron Consulting Group is a team of experienced performance consultants who analyze the components of an effective organization and align them with the organization's vision and strategy. The team is well-known for its experience in optimizing systems, structures and processes. Services: Strategic Planning Leadership & Management Development Business Process Improvement Market Strategy & CRM Financial Performance Management Talent Planning & Audit Employee Learning & Development Our clients range from multinational Fortune 50 corporations to midsize companies. We also work nationally with non-profit associations, and state and federal government entities.