Wealth Management services

Senior Management of Overbrook Management Corporation has more than 80 years of experience managing the financial affairs of our clients.

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Our wealth management services include:

  • Coordination with our clients’ other advisors, including trust and estate counsel, tax accountants, insurance advisors, among others;

  • Succession planning for our clients’ tangible property such as art and other collectibles;

  • Philanthropy guidance;

  • Trustee assistance;

  • Cash flow and liquidity management; and

  • Bill paying, expense management, and record keeping.