At Sunrise Advisors, we are specialists in asset management, financial planning, and streamlining your complex financial strategies into clear solutions. We understand that clients may require unique services to fully implement a total wealth management plan. Therefore, we have created the Sunrise Family Office, an integrated and independent network of professionals that provides fiduciary-driven financial, tax, and estate planning solutions to affluent families and business owners. The execution of desired strategies can be done seamlessly when professionals work together for the benefit of the client. It is the goal of our ‘family office’ services to:

• Be a holistic, one-stop source of timely information and 'best practices' for managing family wealth,
• Offer solutions for the continuity and governance of your estate through an open dialogue between family members and planning professionals, and
• Work with you as a fiduciary to craft, implement and monitor your financial strategies so that you are free to focus on the things that are really important to you.

Professionals looking to work with Sunrise Advisors: Accountant | Attorney | Commercial Bank

Accountant
Accountants have provided unbiased, client-centered advice for years. Recently, client demand has driven your competitor accountants to offer asset management services. Will you try to reinvent yourself as an in-house asset manager? Usually, this is only marginally successful -- or worse. Why experiment with your valuable clients? Now you have the immediate capability to outsource a premier service through an established asset manager.

As clients reach the "distribution phase" (drawing down accumulated assets during retirement), the effective coordination of strategies between the accountant and advisor become increasingly important (e.g. tax-efficient withdrawals from an IRA).

Attorney
Estate planning is not an event but a process. Sunrise Advisors can assist with setting goals, funding trusts, implementing the asset management plan and communicating with the parties involved. Our on-staff attorney does not practice law and does not compete with our client's legal counsel in any way. Rather, they are a peer-to-peer point of contact to implement the desired legal and estate planning strategies. When everyone speaks the same "language," the increased efficiency and optimized execution benefits the client.

Through our Estate Planning & Investment Counsel ("EPIC") Solutions format, we can assist your attorney to enhance and maintain their valuable and existing client relationships. "EPIC" Solutions give the power to the client to customize their comprehensive estate planning team.

Commercial Bank
Our "Bank Services Package" will allow your bank to compete against larger, money-center banks who offer wealth management services to your customers. High quality, trust-type services can be offered through a qualified asset manager. This can be very profitable for the bank and can be done without significant capital investment or additional staff.

The "Bank Services Package" can meet the investment management needs of the banks clients (individual asset management, personal and business financial planning, and corporate retirement plan management and administration).