HomeBase at Cozen O'Connor vs SecureGift

HomeBase, The Family Office @ Cozen O'Connor, an exclusive offering from within the law firm of Cozen O’Connor, was developed by the firm’s Private Client Services practice to answer the needs of clients seeking to manage the complexity at the intersection of their family and their wealth. HomeBase is the product of a long history of our representation of high-net worth families. For decades, in fact over several generations, our clients have looked to us to provide more than just legal counsel, but also to provide coordination of their families’ “operations”– their closely held businesses, their other shared investments and residences, their trusts. These families needed more than just a drafter of documents, more than a just a custodian of assets, more than just a file system. They needed all of these things and an integrated point of contact for all the members of their family which both understood how things should “work” and could make them work. They needed a “homebase.” And we built one. HomeBase presents a clear, complete and simple way for you, your family members and advisors, to view aggregated family balance sheet information and important family documents, from anywhere, at any time. See the most recent transactions in all of your accounts, current portfolio balances and allocations, including cash positions. The HomeBase dashboard provides data updated daily to track trends and manage your cash flow. HomeBase’s permissions based technology makes it easy to share info with family members and advisors alike. By working with your Cozen O'Connor attorney or Trust Administrator you can ensure that you’re always tracking your goals and have real-time conversations about your estate, family, financial life and more. HomeBase is available by contacting your Cozen O'Connor attorney today. Please note that while HomeBase currently connects to US and international financial institutions, all reporting will be in local currencies.

SecureGift™ is a gift card with an app. No numbers are printed on the card - use the app to view card details and add to mobile wallet, providing gift card management all in one place. Two Ways to Spend: • To shop in-store, tap or insert the gift card into a chip reader. • To shop online, hold the gift card to your smartphone to get the card details and add to your mobile wallet. Learn more at SecureGift.com. SecureGift™ Mastercard® Gift Cards are issued by Pathward®, N.A., Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Cards may be used in the U.S. and District of Columbia everywhere Debit Mastercard is accepted. No cash or ATM access. See Cardholder Agreement for details. Cards are distributed and serviced by InComm Financial Services, Inc., which is licensed as a Money Transmitter by the New York State Department of Financial Services. NMLS ID# 912772.