Most of our clients take financial responsibility for their extended family, creating additional complexity when it comes to retirement planning. In fact, many provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and adult children. During peak asset accumulation years, it's important to properly diversify and optimize liquid and illiquid retirement assets on a cross-disciplinary basis. We have the experience and expertise to help you find that balance between proper ownership, tax efficiency and asset allocation using traditional investments and unique alternative assets1.
1Can hold in custodial Traditional IRA, Roth IRA and SEP-IRA accounts as long as the investment is not used for the personal gain of the IRA holder (No indirect or direct benefit) and can be valued at the end of each year.