Comprehensive Wealth Strategies
Our services address the complex challenges facing our clients in a fluid financial and regulatory environment.
In addition to Investment Consulting, A Comprehensive Wealth Strategy includes Advanced Planning and Effective Partnership.
- Wealth Enhancement: Preserving your wealth through income tax planning, cash flow management and retirement planning.
- Wealth Protection: Protecting your family's wealth from losses, creditors and litigants through risk mitigation strategies, legal structures and transferring risk to an insurance company.
- Wealth Transfer: Developing tax-efficient methods for responsibly transferring assets to succeeding generations according to your wishes.
- Charitable Gifting: Fulfilling your charitable goals in the most effective tax-efficient manner and coordinating this with the other advanced planning areas.
We coordinate the implementation of these solutions by partnering with you, your advisors, and our network of professional specialists. Often our clients view us as their personal Chief Financial Officer, acting to organize and coordinate their financial affairs.
Understanding that no individual advisor can effectively specialize in all areas of wealth management, we maintain a network of professional specialists focused on meeting the specific needs of successful families.
Our professional network and strategic partners include highly regarded expertise in estate planning, tax planning and insurance as well as a number of other important fields.*