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Wealth Management
We are constantly researching and reviewing new strategies and innovative techniques as we respond to your needs. Our services apply to private individuals, businesses, trustees, 401ks, pensions and charities. After in-depth discussions with the principals of your family and/or organization, we will analyze your portfolio and structure it so it is in accordance to your profile. By understanding your personal objectives and risk preferences, we can incorporate these into the management and oversight of your funds with internal as well as external sources. Wealth Planning & Protection: Wealth planning is an integral part of achieving your financial goals. Whether you're planning college savings for your children, saving for retirement, or protecting your hard-earned assets for the future and your family, we will work with you to help determine which of the wealth planning strategies are right for you. Saving for retirement is a need many of us recognize - the uncertainty of Social Security and changing employer-provided benefits encourage us to be more responsible for saving and investing for retirement and preparing for the future. Whether you're just beginning to plan your legacy and retirement, or are ready to do it now, we can help you with investment strategies and guidance that are suited to your unique financial situation. For example, the use of trusts to protect and control assets passing to future generations is an established and important tool in wealth management. Private clients have used trusts over many generations in order to ensure wealth passes to the appropriate beneficiaries at the right time and in a tax efficient manner. Trusts can also assist with estate and succession planning as well as charitable giving. We can coordinate and lead the efforts between you and a trust Attorney to create a document that reflects your needs. If you choose to use and benefit from trust arrangements, you will require a professional trustee who fully understands the tax and legal issues affecting US and overseas based trusts. We work closely with other professional advisers, Attorneys, CPAs and family members to ensure the very best service is delivered. Our ability to provide advice on related issues of tax and succession planning enables you and your family's overall aims and objectives to be reviewed and updated. SUCCESSION PLANNING You have built up your wealth and want to ensure future generations can benefit from your hard work. Private Client Services, Inc. can help you establish how this could be done. We work with experts to provide independent advice designed to create a strategy through which your objectives can be achieved now, and in the future. This strategy is built on a thorough understanding of your financial status and is designed to adjust to your changing circumstances and future. We work with your legal and tax expert to assure that your succession planning is in accordance with your wishes. We take a holistic approach to assisting you with your financial affairs. We are here to serve you! We truly represent you. Personal Retirement Planning Retirement Plans are widely used, but the performance of the underlying investments, and whether the benefits will meet retirement needs, are rarely questioned and not widely effective. We work with you on understanding contribution levels, ongoing performance of the underlying assets, time horizon and the options available to you at and post retirement. We will work with you to understand the possible short falls and discrepancies between your retirement vision and your financial preparedness for it. We know when relying on the financial markets there are no guarantees. We want to help you look for and explore contingency plans that can serve your ultimate objectives. Your relationship with us starts with an exploratory review that will identify your current financial position and resources. We will then lay the foundations to ensure your plans fit your current risk profile and are aligned with your Investment Policy Statement and goals. We will assess your current financial affairs through our Financial Triage(TM) process in order to get a current pulse, and formulate a plan for your future. This plan will be the basis of Quarterly discussions with you and is responsive to changes in your personal circumstances. When you engage us as your Wealth Advocate we will analyze your current portfolio and provide independent advice and make sure you are aware of alternative solutions that may better serve you. We work for and with you, to ensure the wealth you have built and continue to accumulate is managed and put to work based on your objectives, and aligned with your best interest. |
With substantial wealth you are often faced with the balancing of potential returns,
to meet your objectives, with a degree of realized risk. We understand this challenge. We have strategies and resources available
to correspond to each client's particular risk/reward profile. These strategies can incorporate short term yield enhancement, risk
diversification out of large single stock holdings, hedging in single or multiple equity holdings and other arrangements.
We are your wealth management advocates. We sit on the same side of the table as you do and look after your best interest. |