Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide:
We were thrilled to attend the Investments & Wealth Institute's collaboration with the University of Chicago Booth School of Business Executive Education for the Wealth Advisor Forum 2021 on the themes of Concentrated Wealth Strategies and Executive Compensation.
We enhanced our knowledge on tax strategies for business owners selling their companies, estate planning techniques, and executive compensation.
Successful teams develop and enjoy Esprit De Corps which means “union is strength”. As author Mark Miller says “it’s the secret sauce of high performance teams, the essential ingredient. This is the heart stuff.”
Continuing the upward trajectory launched after the March 2020 COVID-induced sell off, portfolios advanced further in the second quarter. An 8% increase in world equity markets combined with a recovery in fixed income assets drove gains. After a tough start to the year, fixed income returns recouped 1.8%. Both our equity and fixed income selections performed well over the quarter and year-to-date.