Financial plans for high net worth clients should be designed to protect against one of the greatest dangers they’ll face — taxes. Unfortunately, assets are not often properly allocated to protect against tax erosion.
Our Private Wealth division is designed to meet the specific needs of clients with a net worth higher than $5 million. We accomplish this by partnering with estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes when possible.
We provide the following services to our Private Wealth clients: