Significant or sudden wealth often warrants an elevated level of wealth management support. As an individual's wealth grows, so does the complexity of their life. With increased wealth, perhaps from a liquidity event, comes a multitude of financial considerations and responsibilities. Managing large portfolios, navigating tax implications, and planning for the future become more intricate tasks. Additionally, ultra-high-networth (UHNW) families often have concentrated stock, real estate, and business holdings, as well as alternative investments, which require specialized knowledge and expertise. Their complexities can impact one’s lifestyle and extend beyond investment matters to include legacy estate planning, and philanthropy.
Whether clients are focused on pursuing new opportunities to help grow wealth, creating custom strategies for managing what they have, or need planning for what comes next, the Schietinger Private Wealth Group’s approach works to create solutions that go beyond traditional wealth management to support a family’s life and legacy goals.
Advice and Counsel
The team works with clients to provide custom advice, sophisticated strategies, and advanced solutions so they can take advantage of potential opportunities while helping them avoid potential obstacles. The multigenerational team can help clients engage in the essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.
Multigenerational Wealth Planning
The team takes pride in offering a truly unique multigenerational wealth management model that goes beyond investment management including a family’s lifestyle, charitable gifting, and legacy transfer goals. George and Kent work with families to help align values with their financial priorities, strengthen relationships, enhance communication, and clarify priorities in an effort to create a strong wealth plan. Plans are designed to provide a personal path to help clients make more informed financial decisions.
Investment Management
Markets are constantly shifting, and it’s often difficult for families to keep their investments in sync. With a focus on each client’s preferred investment style and holdings, the Schietinger Private Wealth Group offer extensive experience, solutions and strategies across a range of investment sectors, traditional and alternative investments, and access to specialty assets. Employing an “Endowment Model” approach, each client’s investment and wealth management strategies look to address asset growth using alternatives, risk mitigation, cash flow, liquidity, time horizon, and tax needs.
