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.

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

Financial Services

  • Cash and liquidity management
  • Quarterly financial reporting and planning
  • Bank reporting and compliance
  • Loan administration
  • Aviation monitoring and analysis
  • Life insurance review and analysis

Legal Services

  • Real estate transactions
  • Risk and property insurance management
  • Management of outside counsel
  • Contract review

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

  • Trustee support and oversight
  • Estate planning
  • Trust and probate administration
  • Private family trust companies (PFTC) management
  • Management of outside estate planning counsel or trustees

See how we create investment strategies.

Meet ARgos Capital Partners