/services

Foundational GET all handler for: services
This is a table of standard FO/WM Services that can be provided.

Defaults include:
Technology
Consulting
Hosting
IT Support
Personal IT Needs
SaaS (Software as a Service)

Investment Planning
Client Structure and Analysis
Consolidated Reporting
Diversification of Assets
Execution of Investment Plan with Underlying Asset Managers
External Environment Analysis
Goals Based Investment Analysis
Investment Planning and Strategies
Investment Vehicle Selection
Manager Selection and Monitoring
Opportunistic Investments
Rebalancing
Risk Assessment
Strategic and Tactical Asset Allocation
Verbal Explanation of Reporting

Integrated Planning
Assessment of Philanthropic Impact
Board Development and Assessment
Business Planning
Coordination with all External Advisors
Define Goals and Aspirations for Philanthropy
Design of Grant Making Program
Fiduciary Oversight
Financial Planning Across Generations and Branches
Gifting and Philanthropic Strategies
Goals Based Investment and Tax Planning
Investment of Philanthropic Assets
Philanthropic Planning
Tax Planning and Compliance
Wealth Structure and Planning
Wealth Transfer Strategies

Lifestyle Management
Balance Sheet Analysis
Cash Flow and Budget Management
Insurance Risk Management
Liability Management
Lifestyle Needs Assessment
Personal Bill Pay
Risk Analysis

Accounting and Reporting
Compliance with Tax Regulations
Consolidated Financial Reporting
Data Aggregation and Reconciliation
General Ledger Accounting and Maintenance of Capital Accounts
Master Custody
Online Data Security
Trust and Partnership Accounting

Owner Education
Commitment of Leadership Development Programs
Definition of Responsible Ownership/Active Ownership
Development of Formal Governance Process
Development of Opportunities for Owner Engagement
Development of Owner Education Programs/Resources
Family Meetings and Retreat Planning
Owner Education and Family Governance

Special Projects
Planning for Leadership Transition
Planning for Post Sale Liquidity
Planning for Wealth Transfer/Inheritance
Project Support for Entrepreneurial Ventures
Property Management
Real Estate Purchases and Sales
External Vendors, Networks and Special Projects

ID: NUMBER: This is the Primary Key (Numeric) for the Service
CEPHISSO_PLATFORM_ACCOUNTS_ID: NUMBER:
ACTIVE: NUMBER: This indicates if the status is active or not
MACHINE_NAME: VARCHAR2(255): This is the Machine Name (all upper case and only underscores) for this status
LABEL: VARCHAR2(255): This is the name (label) for the Goal Status
LABEL_DESCRIPTION: VARCHAR2(255): This is the description of the label that is assigned to this status
EFFECTIVE_DATE: DATE: This is the date that this status became active
END_DATE: DATE: This is the date that this Status iswas no longer available for use
SYSTEM_GUID: VARCHAR2(36): This is used to track a unique identifier for a system specificaly a System GUID generated by SYSGUID()
UUID: VARCHAR2(36): This is the UUID for this record
METADATA: JSON: This is a JSON metadata field
DATA_LINEAGE: JSON: This field includes any specifications about where the source system is any external identifier time last updated etc
UDFS: JSON: This is used to track the UDFs (User Defined Fields) that might get added
CREATED_ON: DATE: The Date-time that this record was created
CREATED_BY: VARCHAR2(255): The User ID of the user account that created this record
LAST_UPDATED_ON: DATE: This is the Date-time when this record was Last Updated
LAST_UPDATED_BY: VARCHAR2(255): The User ID of the user account who last updated this record

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{ "items": [ { "active": 0, "cephisso_platform_accounts_id": 0, "created_by": "string", "created_on": "2019-08-24T14:15:22Z", "data_lineage": null, "effective_date": "2019-08-24T14:15:22Z", "end_date": "2019-08-24T14:15:22Z", "id": 0, "label": "string", "label_description": "string", "last_updated_by": "string", "last_updated_on": "2019-08-24T14:15:22Z", "machine_name": "string", "metadata": null, "system_guid": "string", "udfs": null, "uuid": "string" } ] }

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