Advisor to: Athletes, Wealth Creators, Exiting Entrepreneurs, Highly Compensated Professionals preparing for retirement, Real Estate Investors and Developers and Inter-generational Wealth Families. We believe that simply managing investments is not “wealth management.” Marketable securities typically make up about 20% of an ultra-high net worth family’s net worth, yet this is almost exclusively where traditional wealth management firms focus. Proper “wealth management” focuses on the impact every decision has to investment risk, cash flow, income and estate taxes, financial and non-financial goals and objectives. Far too frequently decisions are made in a bubble and backfire in unexpected ways. We believe that at some point managing your family’s wealth becomes a full-time job. When this happens, you can leverage your wealth to maximize the time you have to: 1 -focus on further wealth creation in your area of expertise; or, 2 -enjoy the lifestyle; not the burden We harness the limited, singularly focused expertise of your Investment Brokers, Bankers, Trust Companies, Attorneys, CPA’s, Insurance agents and in-house administrative staff to drive a better outcome. We are passionate about helping inter-generational wealth families in ways that others don’t. We pride ourselves on a tenacious approach that identifies creative solutions that others can’t or won’t. Our process starts with a thorough evaluation of your personal situation and objectives, which sets the stage for us provide dynamic, easily understood and actionable recommendations. Circumstances with life and business are constantly changing. New opportunities present themselves frequently. These events impact your financial well-being and have a domino effect, impacting investment risk/return considerations, tax, legal, estate, and asset protection requirements and outcomes. We remain proactive and strategic, logically evolving our approach. Truly independent, our responsibility is to you.
