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Wealth Management for
Individuals
Built on relationships
between individual and advisor
Develop and enhance
financial, human, intellectual capital
Investment, Financial
Administration, Fiduciary and Back Office Management
Principal Functions
·
Develop
and preserve individuals core competencies
·
Creates
opportunity for client to pursue personal happiness
·
Mechanism
to ensure privacy and confidentiality
·
Strengthen and reaffirm clients mission and legacy
·
Control
costs
Duties
Chief Financial Officer
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Facilitate Financial Education for Client
·
Personal
Investment Philosophy
·
Tax
Compliance
·
Financial
Control – Liquidity, Cash Management, Personal
Financial Statements, Reviews, Budgets
·
Project
Management
Real estate
Business
Hard Asset Management
·
Financial
Reporting
·
Wealth/Estate Transfer Planning
·
Gift Tax
Planning
·
Succession
Planning
·
Retirement
Planning
· Transportation Acquisition and Management
·
Divorce
Strategy and Collaboration
·
Tax Free
Exchanges
·
Intellectual Property Protection
·
Document
Retention
·
Insurance
Placement Management
Chief Information Officer
Management, Analysis,
Review of financial capital
·
Policy
Creation
·
Manager
Selection
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New
Manager Review
·
Asset
Monitoring
·
Due
Diligence
Trustee - Legacy
Educating and Mentoring
·
Mission
and vision
·
Values
Trust Administration
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Compliance with trust documents
·
Coordinate with attorney
Communication
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Coordinate meetings with client and advisors
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Philanthropic goals – Program development and align
charity giving with goals
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Resource
Management
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Mediating
family and outside issues
Back Office - Supports CIO, CFO and Trustee
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Data
Collection Accounting and reporting – includes
software
·
Delivers
or Administers Technology Platform – Network and
Telecommunications
·
Knowledge
Base Management – Database Retention and Security
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Compliance – set up and regulate internal controls to
support privacy and confidentiality. Adherence to
outside regulations and conformance to contracts.
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Administrative
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