Consulting on the best allocation of investments that meets their risk levels while still helping them towards reaching their goals**.
Maximizing various tax strategies to lower their tax burden legally.
Transferring wealth to family or loved ones.
Protecting and safeguarding their wealth.
How to take advantage of various giving strategies that maximize the benefits for both the giver and receiver.
* Russ Alan Prince and David A. Geracioti, Cultivating the Middle-Class Millionaire, 2005.
** Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.