Sophisticated wealth management is a term used to describe financial planning and investment strategies that are tailored to the unique needs and objectives of high net worth individuals. This type of wealth management typically involves a holistic approach that considers the client's entire financial picture, including their investments, taxes, estate planning, and other financial matters.
Affluent individuals and families may choose to implement charitable giving strategies for the wealth of benefits these strategies provide.
Financial management is a process by which an individual or an organization organizes and enhances its financial situation through strategies such as investment management, retirement planning and tax planning.
Our tax planning generally starts with your existing baseline. After a comprehensive review, we illustrate and synthesize the complexities of your tax profile into sophisticated options. Our goal is to reduce your tax burden and drive meaningful outcomes for you, your family and friends, and charitable organizations.
Estate Tax is a tax on your right to transfer property at your death. When our first article was written, there were very few taxpayers that encountered the Estate Tax because the exemption level was at an all-time high.
Careful stewardship of generational wealth goes beyond simple preservation and moves squarely into optimization and growth of existing assets. To preserve can mean to lose. IF traditions impede progress, preservation is counter-intuitive. How will you be the steward of your family’s generational wealth? This is also related to financial planning and creating a bulletproof retirement plan with our trusted wealth advisors.