Comprehensive Wealth Planning for asset levels that demand it
As assets increase, so do the complexities that arise. Our wealth planning approach includes four key components, each essential to developing and employing the plans and strategies designed to manage wealth in a manner that best serves high-net-worth individuals, their families and their far-reaching ambitions for the future.
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We’ll begin our professional relationship by getting to know you and your family, gathering information about your current circumstances, future goals, needs, concerns and aspirations. It’s what will ultimately help us personalize a plan to map it all out. Your plan will also help us address more complex matters related to selling a business or establishing a charitable trust, as well as executive benefit planning, asset-protection trusts, legacy and philanthropic planning, and private family foundations. We’ll work hand-in-hand to create a framework for making collaborative decisions – applying not only our insights, but those of your tax and legal professionals, as well.
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To customize your portfolio, we will create an investment plan with recommendations tailored specifically for you. We’ll consider different investment options and a risk/reward balance that corresponds with your investment objectives, time horizon and risk profile.
Our manager research and due diligence department continuously monitors participating fund managers and searches for new managers who meet our strict quantitative and qualitative requirements. We will update our capital markets assumptions and portfolio recommendations as times change.
All investments are subject to risk and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
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Family office services typically takes on added emphasis as net worth increases. It’s why we offer relevant services such as wealth transfer strategies, tax mitigation planning, business succession plans, trust services, risk management, charitable giving strategies and estate planning, as well as family governance matters, private banking and document management.
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We will continuously monitor every element of your financial life in a concerted effort to ensure that we are providing a high-quality wealth planning program that remains aligned with your goals, changes in your life and the financial market. We will remain in constant contact to keep you fully informed and apprised of your financial status.
