Effective risk management is a critical component of any sound wealth management plan and you’ll need to approach it with care. While many risk management options are out there, such as insurance and hedging and currency exposure strategies, none should be pursued hastily. By taking ample time to make wise decisions about insurance policies and forms of asset ownership, you can better mitigate the risks to your health and wealth.
Our wealth management include investment policy statements, asset allocation, portfolio construction and management, and alternative. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network.
We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client services. Where appropriate, we introduce our clients to the broader network and resources of different corporation and vehicles.
Designed to support your goals, a revocable trust can help:
While handing complex family situations, we can oversee your trust administration and accounting, provide custody services and tax reporting. Stars-financial group will select experience, knowledge, and objectivity institution to implement your instructions.
Now that higher income and profit tax rates have been in place, many high-net-worth individuals have modified their tax-planning strategies. Indeed, routinely revisiting your tax plan at least annually is integral to sound wealth management. You’ll want to consider a variety of strategies so that you’re well positioned to meet your financial goals and preserve your wealth in any scenario, for both you and your family. For high-net-worth individuals, tax planning done well requires careful attention across a wide range of areas. These areas should be considered not only within the economic and legislative context of the next few years, but also with the long view in mind. In taking this approach, the decisions you and your tax advisors make now should be instrumental in preserving your wealth, not just for your own future, but that of the next generation as well.
The process of retirement planning is relatively straightforward. Ideally, you want to make sure that you have enough income and assets to live the kind of lifestyle that you want. What makes retirement planning more difficult is determining what that lifestyle will look like and then dealing with the many variables that go into the process and the pace with which they change.
Designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years. We can covers topics such as the taxation of investment income, borrowing to invest, income splitting, tax and retirement planning, investment products with tax advantages.
Estate planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits. Our Financial Advisors leverage specialists in trusts, insurance, philanthropy and family dynamics to help clients develop estate and wealth transfer plans customized to their needs.
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