Our private banker and wealth mangment specialist will serve as your trusted global wealth mangment advisor. He/She can assist with customizing the right wealth managment strategy according to your objective and your family’s unique circumstances and investment needs. by working closely with you in the following areas:
We can work with you to enhance the family business legacy by providing an analytical framework of financial and strategic initiatives designed either to enhance the competitiveness of the business or to maximize its valuation if liquidity is desired.
Insurance Advisory
Protect your personal assets from loss. As part of your wealth plan, we can assist you with property and casualty insurance reviews.
We offer assistance with:
• Evaluating your exposure to accidental loss and liability
• Analyzing existing insurance programs
• Crafting tailored programs designed to optimize asset protection
• Securing insurance through best-in-class independent brokers and insurers
• Coordinating real and personal property appraisals
• Working with insurers to develop custom loss prevention measures, such as fire or theft protection, which take into account your lifestyle
We provide objective advice as we:
• Exclusively represent you
• Do not sell insurance products
• Do not receive commissions or fees from insurers or brokers
Philanthropic Advisory
Because each client situation is unique, our philanthropic experts offer customized advice to clients in guiding them through the following giving strategies:
• Personal, direct giving is the most common approach for individuals to make donations. Our experts can assist clients by:
• Providing guidance on how to assess a major gift decision
• Reviewing major gift or pledge agreements to ensure they satisfy the donor’s goals
• Offering suggestions about effective organizations and how to assess them
• A private foundation is often an effective and tax-efficient way to organize your philanthropy and develop a charitable legacy. Our advisors assist families by:
• Helping them develop a mission statement
• Establishing investment policy guidelines
• Providing administrative assistance and oversight
• Advising on important rules such as self-dealing and conflict of interest
• A donor advised fund can make personal philanthropy easy, cost-effective, and tax-efficient. The advantages of this path include the following:
• Receiving the maximum allowable tax deduction
• Recommending grants at any time in the future while maintaining donor anonymity
• Designating family members or others as successor advisors
Real Estate Advisory
Excel at all phases of real estate – acquiring, managing, and selling. Reflecting our extensive experience, we can offer advice on:
• Property management throughout the U.S. (from homes and ranches to commercial properties)
• Land planning and development (from ocean-front tracts to commercial sites to planned units)
• Land management, including the creation of conservation easements and rural legacy programs
• Advisory and consulting services in connection with proposed purchase and sale transactions
• Formulating investment, tax, estate, and multi-generational strategies
Specialized Services
• Yachts and Aircraft – We help you understand and assess your personal travel options including charter service, fractional ownership and full ownership.
• Concierge Services – Services available to clients 24/7:
• Last-minute reservations to exclusive restaurants
• Prime seating to sold-out shows, concerts, and sporting events
• Personal services, such as travel planning & booking resorts & club memberships
• Specialty gift selection