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SCOPE OF SERVICES  > PRIVATE CLIENTS

OVERVIEW - PRIVATE CLIENTS

ASSET ADVISORY

ESTATE PLANNING

BUSINESS TRANSITION PLANNING

FINANCIAL PLANNING

LIFE, DISABILITY AND LONG-TERM CARE INSURANCE

LIFE INSURANCE CONSULTING AND ADMINISTRATION

LIFE SETTLEMENTS

PRIVATE BUSINESS PLANNING

PRIVATE PLACEMENT POLICIES

RE-ENGINEERING LIFEsm

 

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 nationís 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.