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Navigate complex financial landscapes with our Wealth Management service. We provide comprehensive solutions to enhance and protect your wealth, tailored to your unique circumstances.
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Investing is a pledge to your future prosperity, a strategy to protect and grow your hard-earned assets. Our forward-thinking investment approach is designed to keep your portfolio robust, adapting to ever-changing market conditions and economic environments.
Financial Planning is a roadmap to achieving your financial goals. We offer personalized strategies that consider all aspects of your financial life, ensuring a balanced approach to saving, investing, and planning for the future.
Estate and Gift Planning ensures your legacy is preserved and passed on according to your wishes. Our comprehensive approach helps you plan for the future, minimizing tax liabilities and ensuring your loved ones are taken care of through thoughtful estate and gift strategies.
Tax Planning and Preparation ensure you're not only compliant but also maximizing tax efficiencies. Our expert team stays abreast of the latest tax laws and strategies, helping you navigate the complexities of taxes and reduce your liabilities.
Insurance Planning and Risk Mitigation protect your financial well-being from unforeseen events. Our tailored insurance solutions and risk management strategies provide peace of mind, safeguarding your assets and family against life's uncertainties.
Marital Financial Planning offers couples the tools and guidance to build a strong financial foundation together. We focus on aligning financial goals, budgeting, and planning, ensuring a harmonious approach to managing finances in a marriage.
Trust Services provide a secure way to manage and distribute your assets according to your wishes. Our trust management solutions offer peace of mind, ensuring your assets are protected and distributed as intended, with expert guidance every step of the way.
Cross Border Advisory services navigate the complexities of international financial landscapes. We provide expert guidance to help you manage and optimize your cross-border investments and transactions, ensuring compliance and maximizing returns in a global economy.
We provide comprehensive wealth management services designed to grow, protect, and transition wealth across generations. Our approach combines deep investment insight with tax planning, trust design, and advanced financial strategies tailored to the unique complexity of affluent households.
We provide integrated financial strategies designed to manage, grow, and transition substantial wealth. Our services bring together investment management, tax planning, estate structuring, and advanced risk mitigation—delivered through a coordinated plan built around your life, your business, and your long-term goals.
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Our comprehensive wealth management solutions provide a full suite of services to help you build, protect, and transition your wealth. Through collaboration with leading firms, such as Wendroff & Associates for tax planning and Insight Law for estate planning, we offer an integrated approach to address all aspects of your financial journey.
We build portfolios rooted in substantial revenue growth and fair valuations, focused on companies operating within high-growth, innovation-driven sectors. Clients may select from four in-house portfolios—Innovation, Growth, Core, and Low Volatility—each tailored to specific risk and return profiles. We also offer enhanced customization through private market access, structured notes, and direct indexing. All portfolios are actively managed in-house with quarterly performance reviews and risk rebalancing.
We construct full-spectrum personal financial plans that address cash flow, capital structure, liquidity planning, and financial independence modeling. Services include Monte Carlo simulations, concentrated stock risk analysis, asset/liability matching, and capital event forecasting. We coordinate planning with your attorneys, CPAs, and family office providers to ensure a unified execution.
Our partnership with Wendroff & Associates enables tax-efficient integration across all aspects of your plan. Services include multi-entity strategy (LLCs, FLPs, trusts), proactive tax projections, Roth conversion timing, net investment income tax mitigation, charitable tax offsets, and custom tax-loss harvesting inside investment accounts. For clients with K-1, W-2, and equity comp income, we build layered strategies to manage income spikes and AMT exposure.
Working alongside Insight Law, we design estate structures that manage transfer tax exposure and ensure continuity of your legacy. Strategies include GRATs, SLATs, ILITs, dynasty trusts, gifting with valuation discounts, and intergenerational wealth transfer modeling. We also help implement family governance structures, with an emphasis on control, tax efficiency, and legal clarity.
We assess and structure insurance coverage to align with your balance sheet, estate goals, and risk exposure. This includes evaluating life, disability, and long-term care policies, and designing advanced solutions such as irrevocable life insurance trusts (ILITs) for estate liquidity. We also implement liability protection strategies—including umbrella coverage, entity separation, and key person insurance—to reduce financial vulnerability and protect personal assets.
We design and implement revocable and irrevocable trusts tailored to your estate, asset protection, and philanthropic goals. We advise on situs selection, trustee succession, directed trust structures, and titling of real estate and investment accounts. For complex estates, we coordinate with institutional trustees or family trust companies for seamless ongoing administration.
Wealth Management
Comprehensive market insights keep you informed. Our experts analyze financial trends and how they affect your investments and financial strategy. We give you a deep understanding of market dynamics to help you make smart decisions.
Share insights into your current personal and financial status free of charge and with no strings attached. You'll have the chance to interact with a professional in wealth management, providing a space for tailored conversation and responses to all your queries.
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