ESTATE SETTLEMENT AND INHERITANCE
Heirs to wealth often face difficult choices, responsibilities, and concerns that their parents or loved ones never helped them prepare for.
Your current advisor was perhaps a good fit in the past and suited the needs of a departed loved one, but might not be right for you today. We understand the complications with estate gifts and can independently evaluate your present advisor’s compatibility with your goals or help find a new one that better suits your needs.
From choosing a new investment advisor or overseeing a current advisor to taxable ramifications, definitions, and restrictions on the various trust structures, WealthGuard provides unbiased counsel on best practices to ensure that the gift you received lasts for generations to come.
WealthCHECK is an intensive review, audit and analysis of your existing wealth management relationships and accounts, including intensive vetting of your advisor(s), fees, strategy and implementation, asset allocation and product selection. This ensures fees are minimized and account managers and activities are appropriate for your goals and objectives.
WealthMONITOR is ongoing, holistic oversight and monitoring of your wealth manager(s) and accounts they manage as a client advocate to ensure continued implementation of the appropriate selected strategy, asset allocation, implementation, product mix and fee basis.
WealthMATCH is an expert, efficient process to identify an ideal advisor for each client. WealthMATCH focuses on identifying candidates who are best positioned to implement the client's specific goals at appropriate, transparent fees, while also maintaining the appropriate levels of ethical standards and deep knowledge of the investment solutions they offer.
Our Services at a Glance
- Advisor Assessment
- Advisor Search
- Forensic Portfolio Analysis
- Forensic Fee Analysis
- Portfolio Oversight