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OVERVIEW
Few people have the time to adequately address all of their personal
financial goals and objectives. Yet finding the right advisor to help
can be just as challenging. After hearing this issue raised time and
again by our clients, Solenture built the Private Client Services
Practice.
We
work with executives, business owners and high net worth individuals,
coordinating with their existing teams of advisors, to develop and
implement strategies that meet their personal goals and objectives.
Working with our network of financial professionals, we help our clients
organize their estate plans, transfer assets to the next generation, aid
charity, protect their families, create business succession plans, and
invest and allocate assets to meet cash flow needs.
INNOVATIVE
APPROACH
Good planning starts with identifying your needs and objectives. Yet,
many practitioners deliver a pre-packaged solution targeted to
individuals with a pre-defined problem. Our approach involves an
investment of time to learn about you and to help clarify and prioritize
your goals and objectives. Throughout the process, we work closely with
you to find the best solutions available to pursue your individual
goals. As a result, our private client consultants become trusted
advisors to our clients. Our consultants are supported by professionals
in accounting; tax; legal; wealth management; asset analysis; and
estate, charitable and financial strategies.
To enhance our
wealth management capabilities, we have formed alliances with some of
the nation’s largest financial institutions. These alliances combine our
thorough knowledge of compensation and benefit plans with world-class
investment services. As a result, you receive an integrated benefit,
asset and risk management platform that helps you pursue your personal
financial goals. Our team provides you with direct access to these
resources, who are highly trained and accredited and specialize in the
needs of corporate executives and the nuances in optimizing corporate
benefit programs. Together with our partners, we set a higher standard
for investment advisory services. We require an investment policy
statement for added supervision and responsibility. Our services are
available at institutional pricing and include asset managers, hedge
funds, private equity programs, lending facilities and other programs
not typically offered to the general public.
Securities products offered through registered representatives of Mid Atlantic Capital Corporation (MACC). Member
FINRA and SIPC. Solenture is not a subsidiary or control affiliate of MACC.
Advisory services offered through Solenture Advisors LLC., a
registered investment advisor. |
