PRESERVING YOUR WEALTH

While there is no perfect solution to preserving your wealth from all outside forces, acknowledging the following risks and considering planning alternatives are in your best interests.

 

  • Poor investment decisions
  • Inflation
  • Overconcentration
  • Taxes
  • Creditors
  • Legal action against you
  • Uncontrolled spending
  • Excessive borrowing

TAX EFFICIENT INVESTING

Taxes are one consideration in our investment process. For taxable accounts, it is important that we consider your personal tax situation, the tax impact of specific transactions and the after-tax efficiency of investment selections.

 

CONCENTRATED EQUITY SOLUTIONS

For many investors, wealth comes in the form of concentrated shares in a single company. We can utilize techniques to help address the significant risk in a concentrated portfolio using hedging, monetization, diversification and charitable strategies.

 

INSURANCE STRATEGIES

We can offer a variety of insurance strategies to help clients manage risk, including:

  • Life Insurance
  • Long-term Care Insurance
  • Disability Insurance

We do not provide legal or tax advice. Consult your legal or tax professional