private wealth management

Description of Services (one time planning process)

• maintain and update, as necessary, an analytical process that evaluates the likelihood of meeting stated goals, based on Client’s assets, liabilities, and relevant economic assumptions (“Capital Needs Analysis”);
• tax planning;
• insurance planning;
• estate planning;
• risk management needs analysis;
• assessment of personal and investment mortgages, debt refinancing, and loan alternatives;
• bill paying and budgeting analysis;
• consultation regarding strategies for philanthropic and multigenerational planning;
• consultation regarding gifting strategies, including amounts, form of gift (monetary or securities), and the manner in which gifts are made via direct gift, trusts, and foundations;
• family business advice and business succession planning;
• coordinate external advisors;
• financial reporting;
• concierge services.

Fee Schedule

Regal Monarch Imperial Sovereign Sovereign Sovereign Sovereign

Net Worth under $3,000,000  Between $3,000,001 to $5,000,000 Between $5,000,001 to $7,500,000 Between $7,500,001 to $10,000,000 Between $10,000,001 to $20,000,000 Between $20,000,001 to $50,000,000 Net Worth exceeding Fifty Million

$10,000 to $15,000 annually $15,000 to $25,000 annually $25,000 to $30,000 annually $30,000 to $40,000 annually $40,000 to $50,000 annually $50,000 to $70,000 annually $70, 000 plus negotiated fee

This fee schedule is used as a general guideline based on Net Worth. Actual fees are quoted based on the complexity of the development process.