Strategic wealth
advisory & family
office
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, 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
