HIGH NET WORTH - CONFIDENTIAL CLIENT SERVICES
High Net Worth consulting and advisory services are designed around your family’s needs for coordinated, comprehensive advice on a range of issues that can impact your financial well-being. Because of the commitment of our team and resources to your family and the complexity of our services and time invested, Private Client services are tailored for Lions Bridge Financial Advisor families with at least $3,000,000 of investment assets or a net worth of at least $5 million.
Our first step is to spend time getting to know you, your family, your trusted tax and legal advisors, and understand the challenges and concerns you may face, and help you evaluate opportunities as well as potential risks to your family’s financial security, wealth preservation and asset protection strategies.
Our comprehensive approach can help you streamline investments, insurance, tax planning, income, expenses, special family circumstances, business interests all in a coordinated overarching plan that is coordinated with your team of trusted professionals in accounting, consulting, tax and law.
The cornerstone of our practice and success has been to provide experienced services, advice and a customized approach. We partner with you to identify, implement and monitor a highly personalized portfolio designed to help address financial objectives, long term goals and even help with implementing legacy planning for your heirs.
Our investment philosophy emphasizes pursuing performance while seeking to minimize risk. We focus on individual clients, ensuring that their specific objectives and risk profiles are accommodated when tailoring their portfolios.
We believe in:
⦁ Being held to the fiduciary standard and putting the interest of clients and their families first
⦁ Evaluating investing opportunities objectively with a focus on net return, risk and addressing long term goals
⦁ Pursuing investment returns for a given investment objective;
⦁ Strategies for preservation of capital
⦁ Insurance Planning
⦁ Consistent, long term investment approach
⦁ Disciplined investment strategies
⦁ Portfolios tailored to individual clients needs for growth and income
⦁ Tax efficiency in investing
Our typical clients are working or retired small business owners, entrepreneurs and c-level executives. While our firm has no account minimums, we find that our High Net Worth Solutions and Services are best suited for individuals and families with at least $3,000,000 of investment assets or a net worth of at least $5 million.
To confidentially discuss a review of your current plan, investments, strategy and receive a risk and cost review, feel free to reach out to president Jayne Di Vincenzo 757-599-9111 or email [email protected] or her executive assistant, Becky Plarr, [email protected] to schedule a convenient time to speak about your needs and goals. We have experience helping clients fund their trusts, coordinate care for a loved one, manage estate settlements and coordinate with family, tax and legal professionals, file claims, value and divide an inheritance with multiple heirs, consult with tax and legal advisors on a business investment or sale transaction and more.
We look forward to helping your family smooth the way through challenges that can face complicated personal and business affairs confidentially. [email protected] or call (757) 599-9111.