We offer our clients access to exceptional advice and services, all unbiased and without conflicts of interest. We do not sell investment products. We offer comprehensive wealth management services to meet the unique needs of each client. Our role is to serve as an advisor for our clients' specific needs or for their overall financial situation.
Investment Management
- Asset allocation and investment strategy
- Analysis of current portfolio
- Money manager due diligence and selection
- Hedge fund due diligence and selection
- Performance reporting and manager monitoring
- Brokerage/custody evaluation and coordination
Other Investment Services
- Sophisticated investment strategies
- Private equity/venture capital investment analysis
- Diversification strategies for large stock positions/stock options
- Hedging/derivative strategies
- Private investment negotiations
Financial Planning
- Estate planning
- Gift/trust planning
- Charitable and private foundation planning
- Coordination with attorney
- Family legacy planning
Private Banking & Trusts
- Checking and money market accounts
- Customized mortgage loans, investment loans, aircraft and yacht loans, and lines of credit
- Debit and ATM cards, online banking and bill payment, wire services, and mobile banking services
- Comprehensive Trust Services
Risk Management
- Life insurance planning
- Property and casualty insurance planning
- Liability insurance planning
- Asset protection planning (trust and offshore planning)
- Coordination with attorney and insurance agents
Tax Planning
- Quarterly tax projections/planning
- Tax reduction/deferral strategies
- Property tax reduction
- Asset ownership/entity planning
- Coordination with tax accountant
Accounting/Other Services
- Balance sheet preparation
- Cash management
- Benefits administration
- Aircraft management
- Cash flow/income planning
- Debt planning
- Large purchase negotiations/financing
CATEGORIES
WELL SAID
“Once our clients experience the commitment we have in guiding them through all the areas that affect their wealth, we go from being simply a wealth management firm to a trusted advisor they feel is integral to their life. Many clients speak quite passionately to me about how much they appreciate all we do for them and their family, and the peace of mind we provide. They are confident that we are focused only on the best interests of their family... because we are”
Eric Bennett – Chairman and CEO of Tolleson Private Wealth Management
