Wealth management is not investment management alone. Each aspect of your wealth affects at least one and usually several other dynamics of your overall finances. So you can easily see the big picture, your team organizes all facets of your wealth. While the complexity below the surface remains, we identify and clarify these interrelationships in order to simplify your decisions—and your life.
While we highlight aspects of wealth management that other firms tend to overlook, our investment expertise remains a critically important aspect of our advice. To that end, we operate an institutional-grade investment approach that we customize precisely to your situation. The result is portfolio recommendations based on strategic and tactical asset allocation and prudent diversification. And because we are independent, it is advice that is always free from conflicts of interest.
Staying on top of changes in state, federal, corporate and other taxes is a massive undertaking. Waldron’s roots in accounting are clearly evident in our proactive advice on how to structure all your holdings so they may retain their greatest value.
Your wishes for how your wealth effects future generations may be crystal clear, but translating those wishes into reality—in ways that retain as much of the control of your wealth as possible—can be difficult. That is why skilled experts in estate planning and establishing trusts are part of every Waldron team.
Wealth management for those with extraordinarily high net worth is as much about conservation and protection as it is about growth. Hand in hand with tax and estate planning, insurance and asset protection strategies are essential to preserving your wealth.
Family office personnel are dedicated to the management of your finances and the execution of all the ancillary services that entails. However, few family offices have on staff the depth of expertise Waldron has assembled. To us, the family office is a true extension of our client; we are available to support yours in whatever ways they may require—from establishing and staffing a new family office to overseeing the orderly dissolution of a long-time office as wealth is transferred to the next generation.
Because we are intimately familiar with your complete financial picture, we can advise on the most advantageous way to structure your compensation and benefits.
From the establishment of a business through its sale and beyond—Waldron can work with you to supply a roadmap of advisory services focused on what you most want out of life.
While there have long been established and formal paths to becoming an executive or a professional, rigorous teachings on how to deal with extraordinary wealth are basically nonexistent. That’s why we instituted a formalized course of next generation wealth planning services for the families we serve.
The number of people with significant wealth is relatively small, so finding people with the expertise to manage certain arcane areas of interests can be difficult and time-consuming. We put what we’ve learned navigating the ultra high net worth landscape for nearly two decades to good use in specialties beyond the purview of other firms.