High Net Worth

What clients want versus what they receive from their advisors.

Estate planners should have a role in the overall risk management aspect of a client’s planning.

It may produce better outcomes.

Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.

Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.  

The firm, which already works with individual investors, wants to build relationships across private wealth distribution channels.

A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.

Both taxpayers and professionals are potential targets.

Cambridge has partnered with Hero CFO to bolster its financial reporting capabilities for wealthy clients.