Private WEALTH SERVICES

Wealth management is not investment management alone. Each aspect of your wealth affects at least one and usually several other dynamics of your overall finances. To help you see the big picture, your team aims to organize all facets of your wealth.

• Cash flow projections and planning
• Retirement planning
• Education planning

We operate an institutional-grade investment management approach that we customize precisely to your situation. The result is portfolio recommendations based on strategic and tactical asset allocation and prudent diversification.

• Asset allocation
• Manager selection and monitoring
• Performance reporting

Staying on top of changes in state, federal, corporate and other taxes is a massive undertaking. Waldron’s roots in accounting are clearly evident in our proactive advice on how to structure all your holdings so they may retain their greatest value.

• Income tax mitigation analysis and strategies
• Intra-family loan structuring and tracking
• Captive insurance company analysis, implementation and management
• Coordination of investment portfolio with entity ownership

Waldron’s family enterprise service is dedicated to providing the framework and guidance that allows successful multigenerational families to preserve their assets through a carefully designed structure marked by a shared vision and collaboration.

• Family stewardship
• Family philanthropic guidance
• Family education and transition counseling

You may have perfect clarity about how you want your wealth to impact future generations. Realizing those wishes, while retaining as much control of your wealth as possible, can be less than crystal clear. Waldron’s experts in trust and estate planning will lead the way.

• Strategy development, structuring and implementation, reporting
• Annual gifting execution, tracking, and administration
• Trust administration/reporting and trustee assistance services
• Onshore and offshore trust planning and family limited partnership planning

Waldron Private Trust, a Trust Representative Office of National Advisors Trust Company, is a fully integrated service offering of Waldron Private Wealth’s team of independent professionals. Waldron Private Trust is a fiduciary, serving individuals, families and family offices with a full complement of corporate trust services.

• Administer new living/revocable, irrevocable, testamentary, charitable, dynasty, asset protection and educational trusts
• Serve as trustee for existing or new trusts and integrate them into your wealth planning strategy
• Conduct comprehensive trust administration

For those with extraordinarily high net worth, wealth management is as much about conservation and protection as it is growth. Asset protection is essential and goes hand-in-hand with the tax, estate planning and insurance strategies designed to preserve wealth for generations.

• Insurance review/coverage summary and analysis/placement
• Private placement insurance and concierge medical services
• Exposure evaluation and customized asset protection programs
• Offshore trust planning

Waldron family office personnel are dedicated to managing your finances and executing all the ancillary services that entails. From establishing and staffing a new family office, to overseeing the orderly dissolution of a long-time office as wealth is transferred to the next generation, we seek to provide unmatched expertise.

• Establishing family office governance, mission and vision, and compliance structure
• Enhanced account aggregation and investment reporting
• Education of next generation and family philanthropy

Because we are intimately familiar with your financial picture, we can provide options on the most advantageous way to structure your compensation and benefits, explore how your options fit into your overall planning strategy, and clarify the impact of possible contingencies.

• Corporate benefits analysis
• Executive compensation

From establishing a business, through its sale and beyond, Waldron will work with you to create a roadmap of advisory services to help you realize your goals and achieve your vision of success.

• Valuation coordination
• Business growth consulting and succession planning
• Entity ownership structuring
• Pre-business sale transaction planning
• Buy/sell agreement consulting and funding

Being an heir to extraordinary wealth brings unique challenges that don’t often come with a roadmap. That’s precisely why Waldron created a formal course to prepare the next generation of your family to assume their responsibilities with confidence.

• Comprehensive family education
• Transition counseling