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Integrated Wealth Management

Putting your Wealth Management into Context

Wealth management is not a one-time event, but an ongoing experience. Touching on every aspect of your financial life, we systematically address each wealth component while maintaining an integrated plan for your overall well-being:

  • Wealth enhancement – To produce the best possible, tax-efficient investment returns consistent with your level of risk tolerance
  • Wealth transfer – To find and facilitate the most tax-efficient way to pass assets to succeeding generations according to your wishes
  • Wealth protection – To safeguard your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses, as well as protecting you against catastrophic loss
  • Charitable gifting – To fulfill your philanthropic intent in synchrony with your remaining financial goals
  • Family Education – To prepare succeeding generations for sustaining a family legacy

Practical Applications for Your Greatest Aspirations

As we build our ongoing relationship with you, we connect our deliberate planning and process with your personalized goals, reflected in a document that serves as your living touchstone:

  • Organizing – Coordinating your big-picture goals as well as the actions it will take to achieve them
  • Recording – Documenting your plans, recording milestones completed and listing those that remain
  • Evolving – Adjusting your plans as your and your family’s life evolves over time

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