So it's a complex mix of tax management, asset allocation for growth, risk management (including sequence of returns), and some relevant psychological considerations. (thegreenswan.org)
This includes: title insurance, document processing, property tax management and appraisal management services. (fnf.ca)
These different approaches offer a range of different services and different costs but, depending on the specific option, may provide professional asset allocation, investment management, and ongoing tax management. (fidelity.com)