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NIMCRUTs, or Net Income with Makeup Charitable Remainder Unitrusts, are advanced charitable giving strategies designed specifically for high-net-worth individuals. These trusts allow donors to make significant charitable contributions while also providing a stream of income for themselves or their beneficiaries. NIMCRUTs offer a number of benefits, including tax advantages, potential for increased income, and the ability to support favorite causes while also meeting financial goals.

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.

In the current risky environment –with inflation and interest rates on the rise– we are often asked by clients, “How do we manage risk? How will these changes impact our portfolios? Why are these changes happening?" At Centura, we use alternative investments and believe in taking an institutional approach to our asset allocation. In this challenging market, we guide our clients towards alternative investments such as private real estate, private equity and private credit.

For many, real estate investing plays a significant role in achieving personal financial goals—and can be a crucial component of one's long-term financial strategies. This considered, real estate is likely a factor you’ve considered when developing your financial plan. So, how might real estate fit into your financial plan? Let’s discuss.

With rising interest rates and inflation reaching a 40-year high, investors, planners and affluent individuals are searching for solutions to create financial strategies to meet their goals.

Wealth management combines various financial services to consult and address the needs of affluent individuals. Holistic financial planning considers the big picture of an individual’s finances while including both short and long-term goals.