Advisory Service
MANAGING YOUR WEALTH
PROTECTING YOUR LEGACY
Advisory Service
Our private banker and wealth mangment specialist will serve as your trusted global wealth mangment advisor. He/She can assist with customizing the right wealth managment strategy according to your objective and your family’s unique circumstances and investment needs. by working closely with you in the following areas:
We endure success by having these core values and core purpose remain fixed while our business strategies and practices endlessly adapt to a changing work.
Insurance Advisory
Protect your personal assets from loss. As part of your wealth plan, we can assist you with property and casualty insurance reviews. We offer assistance with:
Evaluating your exposure to accidental loss and liability
Protect your asset
Crafting tailored programs designed to optimize asset protection
Securing insurance through best-in-class independent brokers and insurers
Coordinating real and personal property appraisals
Working with insurers to develop custom loss prevention measures, such as fire or theft protection, which take into account your lifestyle
We provide objective advice as we:
Real Estate Advisory
Excel at all phases of real estate – acquiring, managing, and selling. Reflecting our extensive experience, we can offer advice on:
Property management throughout the U.S. (from homes and ranches to commercial properties)
Land planning and development (from ocean-front tracts to commercial sites to planned units)
Land management, including the creation of conservation easements and rural legacy programs
Property management throughout the U.S. (from homes and ranches to commercial properties)
Advisory and consulting services in connection with proposed purchase and sale transactions
Formulating investment, tax, estate, and multi-generational strategies
Specialized Services
Yachts and Aircraft – We help you understand and assess your personal travel options including charter service, fractional ownership and full ownership.
Concierge Services – Services available to clients 24/7
Last-minute reservations to exclusive restaurants
Prime seating to sold-out shows, concerts, and sporting events
Personal services, such as travel planning & booking resorts & club memberships
Specialty gift selection
Philanthropic Advisory
Personal, direct giving is the most common approach for individuals to make donations. Our experts can assist clients by:
Providing guidance on how to assess a major gift decision
Reviewing major gift or pledge agreements to ensure they satisfy the donor’s goals
Offering suggestions about effective organizations and how to assess them
A private foundation is often an effective and tax-efficient way to organize your philanthropy and develop a charitable legacy. Our advisors assist families by:
Helping them develop a mission statement
Establishing investment policy guidelines
Providing administrative assistance and oversight
Advising on important rules such as self-dealing and conflict of interest
A donor advised fund can make personal philanthropy easy, cost-effective, and tax-efficient. The advantages of this path include the following:
Receiving the maximum allowable tax deduction
Recommending grants at any time in the future while maintaining donor anonymity