Addressing the unique needs of portfolios in excess of $1m
Investors and families with portfolios in excess of $1m may benefit by working with Estate Management Group. Understanding the unique unique challenges and opportunities for high net worth investors allows us to focus on investment strategies that aim to: 1) Reduce tax liability; 2) Control portfolio fees and costs; 3) Explore alternative investment options.
Estate Management Group's approach to high net worth investing includes a focus on first, preserving and maintaining wealth followed by strategies for portfolio growth and income.
How we approach high net worth investing
- Family legacy planning and wealth continuation strategies
- Referrals and coordination with CPAs and Estate Planning Attorneys
- Designing portfolios for tax efficiency
- Charitable, Gifting strategies
- Controlling portfolio expenses
