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Addressing the Complexities of Wealth Management for Elite Investors

Portfolio Management and Planning

By necessity successful individuals and families have more complex needs that require specific-tailored solutions.

Portfolio management goals vary from long term growth to income to short term liquidity. It’s our job to institute a disciplined investment process when designing and monitoring portfolios that are tailored to your needs. A more thorough explanation is provided by the Wealth Map at the end of this brochure which leads you through things like the “Discovery Phase” (your specific goals and objectives, understanding your risk and time horizon, and other key factors).

Estate and Charitable Planning

  • Use of Donor-Advised Funds for all kinds of different assets
  • Use of Charitable Remainder and Charitable Lead Trusts

Let us help you in addressing the challenges and protecting, managing and achieving your legacy planning objectives.

Managing Significant Wealth Events

Significant wealth events can take many different forms:

  • Substantial Inheritance
  • Divorce
  • Sale of Closely-Held Business
  • Lump Sum Retirement
  • Sale of Real Estate or other family assets

Sometimes these events can be planned for, like the sale of a business. Or they can arrive unexpectedly, like an inheritance or even a lottery win. However it arrives, significant wealth brings with it a complicated new dimension. It’s how you manage it that will determine whether the wealth ultimately creates new obstacles or enables goals to be achieved. Once the event occurs, there almost always arises a seemingly simple question that is deceptively complex: What now? We would like to help you answer that question.

Case Consulting Services for the Elite Investor

  • Trust and Estates
  • Municipal Bonds
  • Life Insurance
  • Concentrated Equity Positions
  • Lending Solutions

Let us help you in addressing the challenges and protecting, managing and achieving your legacy planning objectives.