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LIFE
STRATEGIES, COORDINATED WITH WEALTH PLANNING
Proper goal setting is critical to the comprehensive wealth
planning process. We help the client identify their goals and
dreams, and only then do we implement a strategy to reach
them. It is more important to know your desired destination than it
is to simply be headed in a random
direction.
Click here for a 5-minute preview of the Avanti Online Planning Tool
INVESTMENT PORTFOLIO
MANAGEMENT
Our goal is to establish the
client's investment strategy in accordance with their risk
tolerance, their goals and preferences, while minimizing the role of
emotions in the decision-making process. Our experienced portfolio
managers utilize the latest technological developments and
fundamental research to diversify and allocate your portfolio in
accordance with this strategy. We are not
"tied" to certain investments and can choose products that are best suited for our clients' needs.
TAX REDUCTION
PLANNING
Avanti Wealth Management
has long been a pioneer of tax reduction planning. Depending on
your particular situation we implement various techniques to reduce
your current and future taxes. We analyze "the big picture"
of your financials and include our tax-saving
strategies as an integral part of your comprehensive financial
plan. Tax planning is extremely important when
exercising stock options or diversifying low-basis
stock and we have a long track record of successfully helping
clients in such complex cases.
RISK MANAGEMENT AND ASSET
PROTECTION
In addition to managing your investment
portfolio based on your risk tolerance, we also address non-financial risks
as part of your estate plan. In many cases we utilize
insurance protection or legal entities to ensure
that your assets continue to benefit you, your heirs and/or
charitable causes rather than outsiders.
ESTATE PLANNING
Nationally we offer
advanced estate planning services through our network of legal,
financial, tax and charitable giving professionals known as the
Family BankTM Design Center. We
provide highly skilled personalized services to a broad and diverse
client base. This approach also has allowed clients to comfortably
remain with us as their needs and financial complexity has grown
over time. To gain a better understanding of our planning
approach for complicated estates go to the following link on Trusts
and Estates Magazine’s website:
Team Sport: A
Multidisciplinary Approach to Advanced Estate
Planning
TRUST
SERVICES
We provide comprehensive trust services to our clients throuh some of the oldest and most respected trust companies
in the nation. Charitable Remainder Trusts, Revocable
Trusts, Irrevocable Life Insurance Trusts and Dynasty
Trusts are just a small example. Available services include
administration, tax reporting, compliance, fiduciary
services.
BUSINESS
PLANNING
Owning a business adds
both opportunities and complexities to your finances. The
ultimate sale of the business that has taken years to build is one
of the most important transactions that you will ever make. In many
cases, ownership transitions occur because of the natural need of
the owner to transfer management and/or ownership to relatives or
key executives, rather than due to unfortunate circumstances. In
both cases, however, careful planning should be in place to ensure a smooth transition. We
can work with you to implement and administer employee benefits, pensions,
401(k) plans, deferred compensation, stock options, and other executive benefit programs.
Many of these plans can be taylored to
help fund the ultimate sale of your business.
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