Private Wealth
Coordination is the service
At a certain level of complexity, the problem is rarely a lack of advice. It is that the advice comes from several places and nobody holds the whole picture. That is the role we take.
Scope
What coordinated private wealth planning covers
Consolidated view
Personal, corporate, trust and holding company assets brought into one picture.
Estate and legacy
Multi-generational intentions documented and funded, working with your lawyer.
Insurance architecture
Large-case permanent insurance structured for estate liquidity or equalization.
Risk review
Concentration, liquidity, currency and creditor exposure examined deliberately.
Philanthropy
Structured giving during life or through the estate.
Family governance
Preparing the next generation to receive and manage what they inherit.
How the relationship works
Private wealth engagements begin with a discovery process that maps every entity, asset and obligation, along with the professionals already involved.
From there we produce a coordinated plan that identifies what is working, what is exposed and the sequence in which changes should be made.
We chair periodic reviews with your accountant and lawyer so decisions are made once, together, rather than three times in isolation.
Arrange a private introduction
Contact our office directly and we'll arrange a confidential conversation.
Investco Financial is not a bank, securities dealer, exempt market dealer or mutual fund dealer. Services are provided through licensed insurance and financial planning professionals; certain products are available only through referral to appropriately licensed parties.