PROVIDING EXPERT GUIDANCE
ACHIEVING YOUR GOALS
ABOUT US
Potomac Management is an advisory firm providing
strategic advice and management services to families.
Trust is paramount. Privacy is guaranteed. Results are ensured.
Potomac Management is designed to assist clients address the interconnected decisions surrounding investments,
tax implications, legal considerations, and philanthropic giving.
By engaging and coordinating topic experts, Potomac Management creates a strategic plan that streamlines the management of you family's assets and assists you in achieving your family's goals and vision.
We take a holistic approach to assisting you and your family.
Areas of service include:
Philanthropic Giving
Trust Administration
Estate Planning
Coordination of Legal and Tax Advice
Investment Due Diligence
Wealth Management Consultation
Household/Property Management
Auto, Yacht, and Plane Procurement
Real Estate Purchase & Sale Structuring
Accounting and Bill Pay Activities
Concierge Services
Coordination of Private Security