Providing for the Road Ahead—and Beyond
Over the years, many of our clients have shared with us that wealth planning doesn’t stop at the investment plan.
Instead, it is an evolving process that establishes a comprehensive approach to achieving a desired lifestyle, incorporating the dynamics around family, finance, legal, tax and other factors.
By understanding your current needs and your future aspirations – for you and your family – our team helps develop a comprehensive wealth plan that:
- Addresses your present day-to-day realities
- Anticipates your future needs
- Protects and provides for those you care about
Capable of Fulfilling Sophisticated Needs
A thorough wealth plan starts with the development of an extensive financial profile and works through present and future needs, allowing for both known and unknown factors. As part of its forward-thinking approach, it incorporates:
- Investments—public and private
- Real estate holdings
- Business ownership stakes and succession plans
- Executive benefits
- Insurance policies and needs
- Risk management measures
- Charitable giving desires
Although we do not provide legal or tax advice or draft documents, your Clarendon Private wealth strategist works in tandem with your attorney, CPA, and other advisors to create and coordinate an integrated solution for you and your family.
