Delivering the guidance you need for every decision.

Your dedicated team at Argos provides exactly what you need to create and protect value every day.

Tax Services

  • Income and Estate Tax Planning and Mitigation
  • In-Depth Tax Research
  • IRS Audit Expertise
  • Quarterly Estimated Tax Analysis
  • Prepare and Review Tax Returns

Trusts & Estates Services

  • Trustee Support & Oversight
  • Estate Planning and Administration
  • Trust and Probate Administration
  • Private Family Trust Companies (PFTC) Management
  • Management of Outside Estate Planning Counsel or Trustees

Financial Services

  • Liquidity Management
  • Quarterly Financial Reporting and Planning
  • Bank Reporting and Compliance
  • Loan Administration
  • Aviation Monitoring and Analysis
  • Life Insurance Review & Analysis

Legal Services

  • Contract Review
  • Risk & Property Insurance Management
  • Management of Outside Counsel

Accounting Services

  • Bill Pay
  • Cash Movement and Investment Funding
  • Asset Management
  • Expense Analysis
  • Property Management

Family Services

  • Philanthropic Analysis
  • Family Education
  • Legacy Planning
  • Elder Care
  • Technology Consulting
  • Cyber Security

See how we create investment strategies.