Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

Family Wealth Management, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Family Wealth Management, LLC

Overview:

Our organization had its origins providing a suite of financial and personal services for Ambassador Joe M. Rodgers and his family. After more than a decade of working with the Rodgers family we decided to formalize our efforts. Family Wealth Management was established in 1998 to carry our experience and knowledge to other families with multi-faceted financial opportunities.

Family Wealth Management is a boutique wealth management firm that delivers a very personalized set of comprehensive financial services. Our financial advisory services cater to individuals, families and non-profit/charitable organizations.

Services
Portfolio Management

Portfolios are managed in a manner to give clients the greatest chance of reaching their goals and objectives within determined risk boundaries. Investment strategies are implemented according to a written investment policy prepared for the client by the Firm.
Income Tax Planning and Compliance

Proactive planning is provided considering all aspects of the client’s financial position. Asset management decisions are made with tax considerations in mind. Assistance in calculating quarterly estimated payments is provided in coordination with tax professionals.
Wealth Succession Planning

Comprehensive estate planning is provided drawing on the Firm’s experiences with other wealthy families. Services are coordinated with the client's estate attorney or with professionals with whom the Firm regularly work.
Family Philanthropy

Charitable giving is coordinated to meet the family’s goals using a variety of instruments to maximize charitable intent. The philanthropic plan is prepared considering income and estate tax consequences and the family’s multi-generation planning.
Risk Management

The client’s risk profile is considered on a global basis in determining that adequate insurance in place—life, property and casualty, disability, long-term care—all within the context of the family’s need.
Accounting and Record Keeping

Financial position, income and expenses, and cash flows are reported on a comprehensive, consolidated basis.
Ancillary Management Services

Real estate management (commercial, residential, and vacation homes), risk management (assessment of life, property and casualty insurance needs and costs), personal and administrative services are provided as part of the comprehensive review of the family’s financial situation. These services, which cover diverse disciplines, may not all be provided by the Firm. Whether provided by the Firm or others, the services will be coordianted by the firm. This comprehensive, coordinated approach improves the likelihood that overall goals are reached and family wealth maximized.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.