Comprehensive Wealth Management
Our Private Wealth division provides sophisticated investment solutions and personalized service for high-net-worth individuals, families, and family offices. We understand that substantial wealth requires specialized attention, customized strategies, and access to exclusive opportunities.
With dedicated relationship managers and a team of specialized advisors, we provide the level of service and expertise that high-net-worth clients expect and deserve.
Who We Serve
Our Private Wealth services are designed for:
- High-net-worth individuals (typically $1M+ in investable assets)
- Ultra-high-net-worth individuals and families
- Family offices
- Business owners and entrepreneurs
- Executives and professionals with complex financial needs
Our Private Wealth Services
Customized Investment Strategies
Every portfolio is uniquely designed based on:
- Your specific financial goals and objectives
- Risk tolerance and time horizon
- Tax optimization requirements
- Estate planning considerations
- Family wealth transfer goals
Exclusive Investment Access
As a Private Wealth client, you gain access to:
- Private equity and venture capital opportunities
- Exclusive hedge fund strategies
- Direct investment opportunities
- IPO allocations
- Alternative investments
- Real estate investment trusts (REITs)
- Infrastructure investments
Comprehensive Financial Planning
Tax Planning
Strategies to optimize tax efficiency and minimize liabilities
Estate Planning
Preserve and transfer wealth across generations
Retirement Planning
Secure your financial future and lifestyle goals
Risk Management
Protect your wealth with appropriate insurance and hedging strategies tailored to your unique situation.
Dedicated Relationship Management
Each Private Wealth client receives:
- A dedicated relationship manager
- Direct access to senior investment professionals
- Regular portfolio reviews and strategy discussions
- Personalized reporting and performance analysis
- Coordination with your other advisors (accountants, lawyers)
Family Office Services
For families with complex needs, we provide:
- Multi-generational wealth planning
- Family governance and education
- Philanthropic planning and foundation management
- Business succession planning
- Family investment committee support
Investment Philosophy
Our Private Wealth approach emphasizes:
- Long-term Wealth Building: Focus on sustainable, long-term growth
- Risk Management: Sophisticated risk management and diversification
- Tax Efficiency: Strategies designed to maximize after-tax returns
- Capital Preservation: Protect wealth while seeking growth
- Customization: Every strategy is tailored to your unique situation
Fee Structure
Private Wealth services feature a customized fee structure based on:
- Portfolio size and complexity
- Services required
- Investment strategies utilized
Fees are transparent and discussed upfront. We offer competitive pricing for high-value relationships.
Experience the Difference
Private Wealth clients receive white-glove service, exclusive opportunities, and sophisticated strategies designed to preserve and grow substantial wealth. Our team combines deep investment expertise with personalized attention to help you achieve your most important financial goals.
Minimum Investment: Typically $1,000,000 in investable assets (may vary based on circumstances)