Our Services

PRW Wealth Management provides solutions designed to provide more efficient use of your growing resources, improve net worth, reduce income and estate taxes*, and increase after-tax cash flow.

Depending on your needs, PRW can offer the following client solutions:

Strategic Planning

Today’s complex and ever-changing financial world makes the need for comprehensive, professional advice even more compelling, especially for high net worth and ultra high net worth individuals, families, and businesses. Our strategic planning process includes:

  •   Review of current resources, goals, and constraints
  •   Assessment of progress towards planning objectives
  •   Comprehensive strategic plan including resulting action items

Investment Management

Customized investment strategies:

  •   Managed portfolios
  •   Separately managed accounts
  •   Tax- managed/concentrated position strategies
  •   Alternative investments:
      •   Private equity
      •   Private REITs
      •   MLPs

Wealth Transfer Planning

Sophisticated wealth preservation strategies and life insurance designs:

  •   Strategic planning informed by mortality analysis and risk parameters
  •   Philanthropic giving strategies
  •   Business succession/buy-sell planning
  •   Independent access to best-in-class insurance markets
  •   Systematic process of evaluating, constructing, and servicing customized life insurance portfolios

 

*Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.

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