The Wealth Management Formula
Our Wealth Management Formula encompasses Investment Consulting, Advanced Planning, and Relationship Management to help solve complex financial problems and unlock the hidden wealth you may not know you have so you can reinvest that wealth in your business or your family.
Through our Wealth Management Formula, we can help guide you to make smart decisions with money, mitigating taxes, taking care of your heirs (legacy), protecting assets from being unjustly taken, and maximizing the impact of charitable giving. We believe success is found through planning with purpose, not good returns or cheap investments or fancy investment schemes.
How does Wealth Management Formula work?
Investment Consulting
Guiding clients in strategic portfolio management for optimal returns
Advanced
Planning
Wealth enhancement, wealth transfer, wealth protection, and charitable giving
Relationship Management
Balancing client relationship management with our Virtual Family Office
Investment Consulting
Management of all investment elements to maximize the probability of clients achieving all that is important to them.
• Portfolio performance analysis
• Risk evaluation
• Asset allocation
• Assessment of the impact of costs
• Assessment of the impact of taxes
• Investment policy statement
Advanced Planning
Wealth Enhancement:
Tax mitigation and cash-flow planning
Wealth Transfer:
Transferring wealth effectively
Wealth Protection:
Risk mitigation, legal structures, and transferring risk to an insurance company
Charitable Giving:
Maximizing charitable impact
Relationship Management
Client Relationship Management:
We take the time to get to know you and your financial needs, providing custom solutions tailored to your life – removing complexity and simplifying your life.
Virtual Family Office:
A high-performing virtual family office makes a lot of sense if your life is full of complexity. Silvertree’s Virtual Office framework provides all of the solutions for your financial needs in one place.