Affluent individuals & families
Customized Strategies for Protecting and Growing Your Wealth
For many affluent individuals and families, wealth management is complicated.
Taking a holistic view of your total wealth situation
We can help you balance competing issues by developing a comprehensive wealth plan geared towards meeting both your personal and family objectives - ranging from income generation and capital growth to philanthropy and multi-generational wealth preservation.
With a wealth management plan customized to your needs, you can:
- Structure a customized investment portfolio capable of addressing your current and future anticipated financial requirements.
- Minimize the tax owing on your investment income.
- Integrate your investments into an overall wealth plan that takes your tax, estate and insurance needs into account.
- Generate income from your wealth without depleting your capital assets.
- Grow your wealth over the long-term.
- Delegate the management of your financial affairs to a team of knowledgeable experts.
- Use your wealth to create a lasting family legacy.
Case Study: Providing for today while preserving for the future
An affluent family was concerned with protecting their inherited wealth through multiple generations, while leaving room for each member’s personal pursuits.
Once they began to allocate their wealth to satisfy all of their interests — from wealth preservation to philanthropy to everyday expenses — they realized that each member of the family had a different opinion. They needed someone with objectivity and expertise to guide them through to a solution that worked for everyone, including future generations.
We provided realistic projections for living expenses and other costs, and then built a plan that accommodated the interests of the family. We also set aside a safe amount for investing, while ensuring growth and preservation, so the family could enjoy their lives without worrying about depleting their inheritance.