Private Client
High net worth clients or investors with larger portfolios (usually in excess of $1,000,000.00 but sometimes even as small as $ 500,000.00 in investible funds) may require special services such as tax management or cash flow management and also need customized portfolios and special fee discounts. Some management companies even go so far as to provide fiduciary trust services or even just offer to assist with the settlement of your estate.
Private investment services provide clients with a higher level of service granted only to the wealthy. If you are the recipient of a large amount of money from an estate or the sale of a small business or even a lottery win you should consider looking into the various Private Client programs offered. I will walk you through each and explain how they each offer services in a different way and help you select the one thatsuits you best.
