PRIVATE WEALTH ADVISORY
From planning your multi-generational legacy to protecting your wealth, Tenet has the specialized expertise and experience to deliver high-touch, family office-style services and solutions.
Our private wealth advisory service offers a variety of strategies, including but not limited to:
- Estate & Gift Tax Planning
- Trust Services & Corporate Trustee Services
- Philanthropic Planning – Donor Advised Funds, Private Foundations, Tax-efficient Charitable Giving Strategies
- Private Investments – Hedge Fund & Private Equity Opportunities
- Personal CFO Services – Tax Preparation & Planning, Business Succession Planning
- Executive Compensation Planning
- Asset Protection Strategies
- Private Banking – Securities-based Non-Purpose Loans, Depository Solutions, Bank Custody Services through BNY Mellon
- Family Education & Next Generation Planning
For more information on our private wealth advisory services, contact us today!
We invite you to contact us to learn how we can help you build greater value in your financial situation.