Wealth Management

For individuals and families with a net worth of 2-10 Million

As your wealth grows, the number of accounts under management also grows, whether these are taxable or tax-deferred, or your children’s accounts. Wealth management includes Investment Planning and Portfolio Management, and in addition, includes the management of your accounts from a “holistic” approach, taking into account your overall financial situation, whether it includes real estate investments, private equity holdings or trusts. Our approach is collaborative in investing your wealth to achieve your unfolding financial goals. In addition to Investment Planning and Portfolio Management, other unique issues we may need to address include:

• Preserving your wealth through risk management
• Leveraging your wealth to expand your ability to reach your goals
• Organizing and simplifying your wealth to make better use of your time
• Optimizing your wealth through specialized advisory services