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