Our team doesn’t just invest. We create a custom, holistic wealth solution that helps achieve the immediate needs, long-term goals and potential concerns you and your family have.
Wealthy Individuals
- Tax-reduction strategies stemming from multiple income sources like rental properties, brokerage accounts and other asset vehicles
- Ways to protect their assets from lawsuits, risk or unforeseen circumstances
- Liquidity to maintain their lifestyle while contributing to their financial future
Wells Fargo Advisors does not provide legal or tax advice.
- Maintaining their net worth during systemic shocks
- Having their wealth hit a target amount with the safest strategy possible
- Understanding the complexities of philanthropic giving
- How to plan for a lasting family legacy
- Transitioning or selling their family’s business
- Finding the right balance of growth, stability and volatility with their investments
Multi-Gen Families
- Teach their younger generation how to responsibly steward the wealth left to them
- Establish concrete documents specifying every “What,” “If” and “When” about their estate
- Design trust structures to efficiently transfer wealth without incurring sizeable tax obligations
- Aging gracefully without depleting their life savings
- Transitioning or selling their business at maximum valuation
- Cementing their legacy through the creation of a family foundation
- Disagreements over perceived fairness of transferred wealth
- Who should lead making decisions, long-term
- Future generations feeling entitled rather than empowered
Business Owners/Executives
- Coordinate salary, stock options and bonuses within a documented wealth plan
- Retain as much liquidity from the sale, IPO or transfer of their company
- Understand when to buy, sell or hold RSUs as they vest
- Maximizing the worth of their compensation during their career
- Increasing the value of their business in preparation to sell
- Timing the most opportune moment to exit or transition from their business
- How interest rates affect their cashflow or ability to borrow
- Facing a hefty tax bill upon the sale of their business
- An over-concentration of holdings in their company’s stock
Solutions That Help Solve Challenges
Our team often uses many options simultaneously to tailor a strategy solely for you and your family.
Portfolio creation and management that judiciously balances your risk with best and worst-case rewards
Alternative investment opportunities reserved for select investors
Liquidity management strategies that optimize your cashflow towards fixed needs and fluctuating wants
Custom lending strategies that allow you to build that dream vacation home while maintaining your existing liquidity rates
Trust & Estate planning strategies that consider lifetime gift exemptions, generation-skipping or special needs trusts and more
Insurance reviews and consulting that help provide financial security, today and generations from now
Family dynamics counseling sessions in which multiple generations can talk openly and arrive at a shared set of values and principles to guide wealth-related decisions
Philanthropic services including foundation establishment allowing you to structure trusts providing lifetime income while supporting the mission closest to you and your family
Business owner advisory services that help determine the true value of your business, plan when to sell or exit, and manage the resulting liquidity for you and your family
Outsourced Chief Investment Officer (OCIO) capabilities that provide institutional-level oversight including strategic allocation and asset selection for large endowments or portfolios
Executive planning that includes the complete management and oversight of deferred compensation, portfolio diversification and other benefits C-Suite professionals typically receive
Are We A Good Fit?
Only a fraction of investors fit the type of client we work with — those with substantial assets, complex compensation or intent on multi-multi-generational planning.
If this sounds like you, we encourage you to reach out to find out if a partnership makes sense.