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As a Gold Coast client, you and your
family can take advantage of a full array of
investment advisory services, including:
- Investment Strategy Development
- the foundation of our working
relationship, designed to address your
specific financial goals and needs
- Asset Allocation Planning - we
can help you navigate the complexities of
allocating your assets
- Money Manager Review and Selection-
we will work with your existing money
managers or help you review and select new
money managers based on how well their
style and performance match your needs and
expectations
- Custody Services - provided by
Fidelity Investments to assure the safety
and security of your money
- Integration of Business Interests
- we will make sure that your overall
investment strategy is compatible with all
of your business interests
- Planning for Major Assets - we
can help you plan for the acquisition and
disposition of major assets, including
businesses, and hedging or diversifying
concentrated and/or low tax basis equity
positions.
- Integration in Tax and Estate
Planning - we can keep you aware of
the tax implications of all wealth
management activities and also assist you
in estate planning
- Investment Banking Services -
for entrepreneurial clients, this may
involve monetizing a family business to
allow for retirement, or the injection of
capital to fuel faster business growth, or
both
- Private Equity Opportunities -
we can provide access to or help arrange
for investment opportunities that are not
available to the public. We can also
review and advise on private equity
opportunities that you are considering as
part of your investment strategy.
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