Is interested in transferring both their values and their valuables to the next generation (planning for transfer of wealth from one generation to another).
Has created wealth and corresponding complexities/opportunity through business ownership (planning for the orderly transfer of the business to new ownership with corresponding exit compensation based on the value of the business enterprise).
Is experiencing a sudden windfall, marital division or life transition such as death of a spouse (planning that demands focused attention and in-depth knowledge due to an urgent timeline of events).
Has total assets ranging from $2 to over $30 million. Our client minimum for managed investments is typically $1 million in investable assets, however, we recently launched our Emerging Affluent Platform, designed to provide life-event planning and investment management services to high income, high savings millennials working toward early retirement.
Values long-term relationships and recognizes that financial goals are not achieved overnight.
Is willing to share the important and sometimes sensitive details of their lives, goals, aspirations and concerns.
Desires broad wealth management solutions, not just investment management.
Is willing to delegate their financial affairs to a trusted advisor.
Has realistic expectations and lives within their means.
Is in the accumulation stage (high savings years) of asset growth. Or in the distribution stage (retirement). Or, in the later conservation stage (estate planning).