Private Clients
Our firm’s expertise coordinates planning in a variety of ways, including but not limited to…
Comprehensive Planning
We believe the best approach to planning is one that takes all factors into account allowing you to make financial decisions from a holistic standpoint. Combining this approach with our process helps leave no stone unturned thereby identifying any potential gaps and upcoming threats to your plan. When planning is pieced together it tends not to be coordinated, efficient or effective, thereby reducing its likelihood for success.
ASSET MANAGEMENT STRATEGIES
You’ve worked extremely hard over the years to create your wealth and now it’s time for that wealth to work for you in the coming years. Our disciplined investment policy and philosophy adheres to strict guidelines regarding asset allocation, diversification and rebalancing. It is this tenet of beliefs that fosters our guiding principles for clients - always putting their interests above anything and anyone else.
RISK MANAGEMENT
Protecting what you’ve created over the years is first and foremost in creating a lasting legacy that helps take care of those you love. There are risks all around us and being able to identify and manage to them is a key pillar of your future financial well being. While risks sometimes can’t be eliminated or reduced, there are ways to help guard against them so when they do occur they have a minimal effect.
Family Offices
Our firm’s expertise coordinates planning in a variety of ways, including but not limited too…
Estate Planning & Trust Service
Estate planning is not a one-time event, but instead an ongoing process that is continually in motion. A good estate plan grows with you and may need to be updated periodically. Coordinating this with a competent attorney who can draft legal documents and provide trust work is paramount in capturing all of the elements required in complex plans.
ASSET PROTECTION & WEALTH PRESERVATION
When you’re first starting out, protecting what you have may not be top of mind. However as life goes on you realize everything you’ve created and saved needs to be protected. Helping to preserve what is so valuable to you is another key cornerstone to ensuring you can accomplish your goals in the future.
INVESTMENT & TAX MANAGEMENT STRATEGIES
We live in a world where taxes are an important factor when considering any financial or investment decision. Income taxes, gift tax, capital gains tax and inheritance tax – the list goes on and on - from buying to selling to giving. Every moving part of your financial situation can have an adverse, or advantageous, tax result and knowing which outcome will occur can mean the difference between success and failure.
*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
PHILANTHROPY & LEGACY PLANNING
When our life nears the end we tend to look back and reflect on our footprint and impact on those we’ll leave behind. Winston Churchill reminded us that we make a living by what we GET, but that we make a life by what we GIVE. Giving is all about others and sharing what we’ve been blessed with. Through multiple charitable giving strategies and philanthropic venues, you can help fulfill your legacy goals by helping to ensure what you leave behind goes to where you intend.
BUSINESS SUCCESSION & CONTINUITY PLANNING
Maybe you’ve spent your entire life building a business you love and are extremely passionate about. At some point though it may be time to pass the reigns on to a business partner or family member. That can be a very intimidating process and if not done correctly, a bumpy transition at best. While your sweat equity may have transformed your fledgling start-up to a mature and thriving business, you can feel confident that this process will help continue that trajectory for generations to come.
