| Asset allocation and portolio optimization |
- Portfolio construction based on a deep understanding of our clients' goals, values and objectives.
- Investment selections based on thorough in-house due diligence.
- Tactical Positioning - strive for the highest risk-adjusted returns.
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| Wealth Enhancement |
- Intelligent Retirement Income Planning.
- Investment strategies to minimize impact of taxes on overall return.
- Education Planning for maximization of college savings benefits.
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| Concentrated Equity Strategies |
- Pre-IPO/Merger Planning for Senior Executives.
- Selling Stock Under Rule 144 and using
10b5-1 Trading Plans.
- Hedging and Monetization Strategies.
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| Wealth Protection |
- A Personal Risk Review is performed to establish risk tolerance.
- Long-term family priorities are carefully considered.
- An Asset Ownership Plan is established to determine generational wealth structure.
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| Investment in traditional and alternative asset classes |
- Traditional Asset classes: Equities, Bonds, REITs and Commodities.
- Alternative Investments: Private Equity and Hedge Funds.
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| Wealth Transfer |
- Estate Plan Review - to ensure that the plan has accounted for significant life events.
- Estate Tax Planning - trusts structured to maximize generational tax implications.
- Liquidity Planning - trusts structured to maintain liquidity preferences.
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| Charitable Planning Strategies |
- Effective methods for tax-efficient gifting.
- Exploration of Private Foundation strategies for enhanced tax deduction possibilities.
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