A comprehensive advisory team at your disposal
Investments
Our investment team manages equities in-house, saving money and enabling nimble portfolios.
Tax
Top line returns are important, but at the end of the day it’s what you take home that really matters. Clients have access to a dedicated tax professional to optimize their tax strategy.
Estate
Estate creation and management–including liquidity event planning, buy/sell consulting, and succession planning by licensed professionals.
Family Governance
When not managed properly, wealth can undermine a family and its legacy. Our team helps you navigate both the logistical and the emotional challenges of wealth.
Why Wealth Management?
Your scarcest resource may have been money in the past, but now it is time and impact. So as life gets more complicated we help you focus on what matters.
General FAQs
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How much money can you spend every month for the rest of your life?Our clients have a team that knows every aspect of their financial situation. We are able to build personal quarterly cash flow analysis and monthly earn and burn rates.
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What is your PE strategy? How are you tracking? Who is filtering your deals?Our clients have their own investment analyst team. Your private team will allocate, track, and execute on deals. Enabling you to invest smart money in the private equity sector.
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You want to build your dream home or buy an additional home, what variables should you consider?What assets should I use to finance the house? How do I leverage assets efficiently and safely to purchase the property? If I'm planning on renting it, how should I set up the legal entity purchasing the property? Is this property a good investment?
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You've made it... What could trip you up?Our clients have advisors working together to protect their wealth while making sure their impact goals are achieved. If you’re worried, meet with one of our teams to point out potential risks.
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What happens to your money when you die and your spouse gets remarried?All our clients receive complimentary legacy and estate plans. Making sure you and your spouse have a plan when an accident happens financially protecting children and other family.
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What is your active tax-loss harvesting strategy?Having a team actively monitor your public investments allows you to capitalize on tax benefits when markets dip optimizing your bottom line.
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How do you manage asset location (account registration, deferred accounts, trust)?How you hold your assets can be just as important as the asset itself. A tax, legal, and investment specialist will help you navigate different ways to hold assets to optimize your bottom line.
