Private Wealth Advisory

Tenet caters to the unique needs and challenges that High-Net-Worth and Ultra-High-Net-Worth individuals and families may face throughout their financial journey.

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!