Family Wealth Management

What is Wealth Management?
In a nutshell it is about planning: planning the financial future of your family. More than just investing properly for the future, it is about coordinating all the advice from your investment, legal, tax, insurance and real estate experts.

Traditionally, each individual advisor has offered their advice separately. In most cases leaving gaps in the implementation and eventual outcomes of the planning process. Gaps that might be expensive in the long run.

Proper wealth management coordinates the efforts of all the advisors so that the process is streamlined and "gap-free".

So, perhaps you've sold your business...you have now a significant amount of money that needs to be managed. You worked hard to build your wealth, you likely want to protect it so that you can enjoy the comfortable lifestyle to which you have become accustomed.Equally as likely you would like to keep some or all of your wealth to pass on to future generations and perhaps give to a charity that is important to you.

You will need investment advice to properly diversify your assets to protect them from risk. You will want to ensure that you are maximizing tax efficiency. You will want to know that your Estate is structured according to your wishes.

Most importantly, you want to make sure that the process is coordinated. Hire an experienced wealth manager, spend a little money to ensure confidence, peace of mind and financial freedom.