High Net Worth Family

This client is overwhelmed by the vast amount of accumulated wealth and how to manage it. Heritage Investors started the financial planning process by discussing this family’s financial goals, concerns, and performed a comprehensive analysis of existing finances. Our services included:

• Developing a comprehensive wealth management plan that addressed personal and charitable giving goals as well as minimizing the tax burden
• Working with other entities, such as their bank trust officer and tax attorney, to establish a private foundation to maximize the benefits of their wealth portfolio for their heirs and favorite philanthropic organizations
• Incorporating appropriate investments vehicles specifically designed for accredited investors into their wealth portfolio
• Managing the overall operation of their wealth management plan and the implementation of strategies in coordination with their other advisors
• Monitoring performance results on an ongoing basis and making adjustments as necessary to optimize success