The Comprehensive Transaction Program helps you manage your assets by:

Collecting, organizing & coordinating information from all your professionals

Implementing the legal transactions and coordinating the completion of the other professionals' transactions

Providing comprehensive, professional analyses of both your assets and income in an easily understood format

The CTP becomes an invaluable tool for strategic planning and decision-making, highlighting important issues to be resolved. It allows you to see a complete picture of your entire financial situation, which lets you make necessary adjustments based on a rapidly changing economy and your own family needs.

The CTP Team is headed by Sherwood Guernsey and includes associates of the law firm. We work closely with your outside financial professionals or, if appropriate and necessary, recommend trusted experts to ensure that you are getting the most comprehensive, professional analysis we can provide.

The CTP provides a finely targeted approach - one phone call, one e-mail and you can receive the answers, analysis and assistance you need to protect your family's financial security.

No two Comprehensive Transaction Programs are alike - each is customized to include the reports and analyses that you need, using the outside professionals of your choosing. What they have in common is the highest level of efficiency, trust and professional analysis available.

The Comprehensive Transaction Program includes all or a portion of the following reports and analyses, updated at a frequency that meets your needs – monthly, bi-monthly or quarterly:

Timely analysis of all issues


Private investment transaction processing, including legal review, advice and counsel, and document preparation


Preparation and presentation of a specialized Net Worth Financial Statement, with accompanying schedules and reports


An Income and Expense Analysis


Family estate planning, review, advice and counsel, including document


preparation


Bookkeeping/accounting services for the payment of bills and presentation of analytical reports, as you require


State and federal tax advice, tax planning, IRR (internal rate of return) analysis, and tax return preparation by a CPA firm

As this is a customized program, other reports and analyses can be developed and added to meet your specific financial and reporting needs.