WEALTH MANAGEMENT SOLUTIONS
Exclusive resources for clients with significant assets and complex needs
We have access to a team of specialists dedicated to supporting us in serving clients with complex needs and significant assets. Topics they might assist with include:
- Significant wealth events (sale of a family business, retirement with significant assets, handling a large inheritance, etc.)
- Complex legacy planning and charitable giving design
- Large concentrations in a single security
- Portfolios with sophisticated investment strategies
- Large cash portfolios
- Tax minimization strategies
- Asset protection strategies
- Exit strategies for business owners
- Use of trusts for estate planning
There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.