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Service
Wealth planning
Goals, cash flows, tax, and succession structured into a living plan.
Minimum engagement: $2.5M in assets
What this covers
Wealth planning translates your balance sheet into a set of decisions: how to hold assets, in which jurisdictions, on what timeline, and for whom. The output is a written plan that the rest of the firm works from.
Deliverables
- A consolidated balance sheet including private holdings and obligations
- A multi-year cash flow projection with documented assumptions
- A succession and estate plan coordinated with your legal counsel
- A tax plan covering current and anticipated jurisdictions
- A written investment policy statement
How we work
A named wealth planner leads the engagement, supported by investment counsel and a tax specialist. The plan is reviewed at least annually, and after any material event — a sale, an inheritance, a relocation, a change in family structure.
Minimum
USD 2,500,000 in investable assets, or a fixed-fee engagement for planning only.
Figures are illustrative. This page is not investment advice.