Integrated Wealth Planning
Your life is more than your career or business, accumulating wealth, maintaining your health, and growing your family and relationships. You have goals, dreams, things that make you happy and fulfilled, and a vision of the future. To ensure your highest probability of success, we take into account these aspects including your values, your lifestyle and implement a customized, comprehensive, and actionable plan just for you. We help you and your family navigate a prudent path through your journey in life.
Retirement Planning
Spending more time with family and friends, enjoying leisurely activities and indulging in travel are all things that likely come to mind when thinking about your retirement. You want your transition into this next chapter to be worry-free, knowing that your wealth will last your lifetime and beyond. We help you create a plan that considers your desired lifestyle, as wells as future needs and sources of income. In addition, we will optimize your retirement plan by maximizing tax efficiency, managing risk, recommending sources of supplementary income, and counseling you on complicated issues such as retiring abroad.
Customized Investment Strategies
You are seeking superior investments that aligned with your goals, objectives and personal preferences. We utilize advanced financial strategies, quality investments diversified across and within different asset classes, to design you a customized investment portfolio with automatic rebalancing, and tax minimization strategies to maximize your return potential without putting you beyond your risk tolerance.
Tax Planning
You are a high-income earner requiring an advisor who can understand your individual situation and identify opportunities to save tax. We understand tax rules and look for opportunities to decrease your tax liabilities and help you keep more of what you’ve earned – now and in the future, with strategies such as trusts, endowments, business restructuring, estate freezes, and/or the use of tax-advantaged investments structures.
Risk Management
In addition to growing your wealth, you also want to protect and preserve it; not only for yourself but for your family and loved ones. We look at identifying, reducing and mitigating risk caused by unexpected events that can jeopardize your financial security and way of life.
Estate Planning & Leaving a Legacy
Planning for the inevitable is not an easy process but one you know you have to face. Together with you and your family, we collaborate with top-notch legal and tax professionals, to develop a comprehensive, tax-effective framework that eases the estate planning process that will ensure your wishes are carried out, leaving a lasting legacy.
Philanthropy
You want your charitable giving to have the greatest impact. We will help you decide how much, to whom and when it will occur, while structuring your gift to take advantage of available tax benefits. We will work with your accountant and lawyer to find the best structure for your philanthropic wishes, including strategies such as donor advised funds and family foundations, and gifts to charities in your will.
Business Succession Planning
What you have built is more than just a business, it is part of you and your family. Planning for this is emotionally charged time is key to ensure a smooth transition. We help you plan far ahead and navigate you through the whole process. Enabling you to hand over your business with ease and confidence.