Wealth Accumulation Planning and Counseling

  

Wealth Accumulation Planning and Counseling

Through an introspective discovery of your objectives and priorities – short term, long term and multi-generational – we work with you to address the “where” and the “purpose” behind your investment strategy. Unlike many financial advisors who only consider your existing asset allocation in formulating some pre-defined investment strategy, Concorde works towards achieving optimal diversification by assessing the entirety of your financial situation from a 360 degree perspective which might include:

  • Current balance sheet structure
  • Tax exposures
  • Current asset allocations
  • Capital accumulation needs and potential
  • Investment return requirements
  • Risk tolerances
  • Lifestyle maintenance costs and cash flow requirements
  • Desirability and appropriateness of generational transfers
  • Family governance issues
  • Legal and structural risk mitigation 
  • Need of insurance coverages
  • Philanthropy objectives
  • Current estate plans governing death or disability
  • Closely held business succession plans
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