You have done well.  Whether it’s the result of a high-earning career, business ownership, or smart investments, you have become wealthy.  But, along the way, you have learned that wealth is about more than money.  Wealth is about freedom.  Freedom to pursue your passion.  Freedom to spend your time as you wish.  So, what’s on your mind?  Based on our experience, you may be asking yourself: 

• What is my legacy?
• Do I have the right level of insurance?  Do I even need insurance?
• How do I continue to grow my wealth sensibly without taking excessive risk?
• Should I consider alternative investment strategies, such as private equity, hedge funds, 1031 exchange funds, etc.?
• What is the most tax-advantaged method for my charitable giving?
• Do I have an updated estate plan?
• How do I maximize the amount that passes to my heirs?
• How do I have a family conversation about money?

Whether it’s estate planning strategies, alternative investments, or another financial concern, our team has the knowledge and experience to help guide you through the complexities that your wealth has created.  We’d like to be your primary source for financial guidance.

 

^{Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.}