INVESTMENT COMMENTARY
Wealth Strategy
Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.
Investment products: are not insured by the FDIC; are not deposits; and may lose value.
Our Approach
In building your wealth strategy, our role is to help you uncover and craft your story, empathetically coach you to success and address any challenges that could get in your way.
Simplicity
From family dynamics to an obscure tax system and an abundance of investment opportunities, wealth can result in complexity. We want to make matters simple.
Let us help you use your wealth in a way that aligns with your values and beliefs while balancing family integration and independence.
Independence
Our advisors will work with you to design a plan to achieve your financial independence goals by:
- Capturing what makes you happy
- Determining when you want to stop working
- Building a savings, spending and investing plan to provide you sufficient assets to meet your goals
- Coaching you on the behaviors necessary to allow the plan to succeed
Legacy
If you have more assets and income than you need in your lifetime, you may have substantial assets remaining when you die. We will work with you to ensure your plan includes the story you want these assets to tell.
- Who do you want to provide for?
- How, based on your values and beliefs, do you want to provide for them?
- Who makes which decisions after you are gone?
- How can you minimize taxation (both transfer taxes and income taxes)?
Our Solutions
Retirement & Financial Planning
When it comes to your retirement, our primary goal is to help you achieve your financial objectives to live the life you've imagined. Our advisors work to help you attain your goals while acknowledging and managing unnecessary investment risks.
LEARN MORE Click here to learn more about Retirement & Financial Planning services.
Estate Planning
A great estate plan should tell your story — the story you want told if you’re not around to tell it. Your story communicates who you care about, what you care about and what you believe. It is unique to you. Key questions to consider:
- What do you believe in?
- Who do you want to take care of?
- How do you want decisions made?
- How does my estate plan fit with my overall financial plan?
Family Wealth Planning
If your financial plan indicates that you have more than necessary for a lifetime of financial independence, your wealth can be used now to create your legacy (what you want for your family) and social impact (what you want for charitable causes). A legacy plan should address several key questions:
- Based on how you built your wealth and your personal values and beliefs, how should your legacy assets be used?
- Who should benefit from the legacy assets and when?
- How do you ensure that the wealth is used only by the people you care about (and not creditors, predators and divorcing spouses)?
Family Office Services
Our team of experienced professionals specializes in assisting ultra-high net worth families with individualized family office services designed to meet your family’s needs. Key areas of focus:
- Legacy and multigenerational planning
- Consolidated family investing strategy
- Tax planning
- Charitable giving
- Banking solutions
Business Succession Planning
As a multigenerational family business, we are especially attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond. Our experienced team of advisors will help you recognize and prepare a strategy for the inevitable transition of your business.
LEARN MORE Click here to learn more about business succession planning.
Protecting Your Wealth
It’s easy to lose focus on the big picture when you have so many other priorities to manage – raising a family, building your career or growing your business. We’ll work with you to protect your wealth over the long term by understanding your net worth, the assets you own and the risks associated with them.
LEARN MORE Click here to learn more about protecting your wealth.We can also help you with...
Private Banking
Get the most from your relationship with us. As a private banking client, you’ll have solutions designed for your unique lifestyle and future plans.
Learn More about Private Banking.This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.
Related Resources
FINANCIAL PLANNING INSIGHTS
What is a Financial Plan?
YOUNG PROFESSIONALS
Achieving Financial Independence: A Comprehensive Guide
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