Integrated Wealth Planning

We start with a 360-degree holistic view of your vision and goals, life plans, and personal, business, charitable and generational needs. Your unique family story that emerges becomes the center of everything we do going forward—as we delve into each key component of your overall wealth plan.

Our Senior Wealth Strategists analyze the data and information gathered during the discovery phase, and work closely with you to:

  • Develop a customized financial plan to designed to help maximize cash flows
  • Align your estate, business and charitable plans with your objectives
  • Determine the optimal asset allocation and location for your investments and holdings
  • Arrange customized services such as Family Governance, Strategic Philanthropy, Lifestyle Management or Business Succession Consulting

 

Seamless Implementation

Seamless Implementation

Your customized plan is seamlessly implemented by our team of seasoned professionals, who coordinate and oversee every aspect—both internal and external.

Your plan is put into motion by our industry-leading private client advisors, planners and specialists. And we also partner with external advisors that you may already have in place.

Ongoing Review

Ongoing Review

We regularly review how the strategies we implemented are performing. And we modify your plan as needed to accommodate changes in your life or family situation—helping you stay on track with your wealth, business, charitable and legacy goals.

We also closely monitor economic and market conditions, and changes across the legal and regulatory landscapes to keep your plan up-to-date with the latest global and local developments.

Detailed Administration

Detailed Administration

Our ongoing administration of your wealth plan includes:

  • Recordkeeping
  • Document management and storage
  • Updates to your financial systems
  • Customized reporting, including the critical information you need to make well-informed decisions
Family Education

Family Education

Ongoing education and collaboration are the foundation of our client relationships. At Family Wealth Advisors, we offer a comprehensive set of educational programs customized to the specific needs of your family—and an array of resources to provide each member with a solid understanding of your wealth, your options, and your overall plan.

Integrated Wealth Planning diagram

 
 
 
 
 
 
 
 

 

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