Mission: To provide family office services.

Last Updated: 09 Nov 2014

Employee Links:

Outlook :email, calendar, contacts, task lists, reports

Accounting: Quickbooks Online

Google Webmaster tools : work on corporate websites

Internet GoDaddy Hosting : buy domain names, manage hosting and email

Client Links:

Outlook :email, calendar, contacts, task lists, reports

Plane Service : view applicable service area for Planesense Pilatus PC-12

Loan Portfolio : family loan services via Zimple Money

Fidelity: accounts, bill paying, stock trading

Wells Fargo: accounts, bill paying, stock trading

    Deposit Slip : this is a quick link to the most requested form.
    Endorsement and mailing instructions are listed at the bottom of the form.

Financial Training : children allowance account management via Capital One

Charitable Giving : research non-profits, make donations via Fidelity Charitable Trust

Portfolio Investments:

Airframes Alaska, Alaska
equity investor

Craig Taylor Equipment Company, Alaska
equity investor

Arctic Paws, Alaska
equity investor

Ultima Thule Lodge, Alaska
venture debt financing

The Soundings, Alaska
equity investor

Tebenkof Chalets, Alaska
equity investor

Eze Castle Integration, Boston, New York, Greenwich, London, Chicago, San Francisco
equity investor

The BNY Convergex Group, Boston, New York, Greenwich, London, Chicago, San Francisco
equity investor