Comprehensive Financial Planning:
- In-depth financial analysis and personalized financial plan.
- Create a vision, define your goals and build a roadmap to execute on.
Customized Portfolio Management:
- Individualized asset allocation and investment strategy.
- Advice on alternative investments (e.g., real estate, private equity)
- Utilize SMAs, Direct Indexing, and Tax Loss Harvesting to create efficiencies.
Frequent Portfolio Monitoring:
- Quarterly portfolio reviews and proactive adjustments.
- Risk management and hedging strategies.
Financial Dashboard:
- Access to advanced financial tracking tools and reports.
- Real-time portfolio performance monitoring.
Coordination with your team of professionals:
- Collaboration with your CPA, Attorney’s, and other professional advisors.
- Strategic sound-boarding for all major financial decisions.
Tax Optimization:
- Advanced tax planning and strategies.
- Tax-efficient investing and structuring.
Estate Planning:
- Comprehensive estate planning, including trusts and wills.
- Wealth transfer strategies.
Concierge Service:
- Priority customer support with extended hours.
- Assistance with financial transactions and paperwork.
Access to Exclusive Investment Opportunities:
- Access to exclusive investment vehicles and opportunities.