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New York, NY
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
Overland Park, KS
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Financial planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com. Mariner Wealth Advisors (“MWA”) is an SEC registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marinerwealthadvisors.com/legal. Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser. Information included here may include statements concerning financial market trends and/or individual stocks, and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Brokerage Services are provided by MSEC, LLC Member FINRA & SIPC, an affiliate of Mariner Wealth Advisors
First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague's goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
London, Greater London
Our core wealth management services include portfolio management, broking services and wealth planning. We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we're small enough to provide a personal relationship-led service with direct access to our people and knowledge.
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.
Brown Shipley are wealth managers, offering clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. We manage wealth well. We endeavour to preserve and enhance the wealth of an individual today, tomorrow and for future generations. By putting our clients first and listening to their requirement we help them realise their ambitions. For over two centuries we have built our business on trust and evolved our offering to ensure clients continue to benefit from our experience and expertise. All our Wealth Management services are bespoke and delivered in a uniquely personal way. We offer comprehensive wealth management for clients who demand a high standard of personal service and who place high importance on long-term relationships. Our services cover: - Wealth Planning: - Investment Management: - Lending: We are a UK authorised bank with a very strong balance sheet and high capital adequacy ratios. The bank's business has and continues to be operated in a measured and conservative manner; this approach means our clients can trust us to act with informed responsibility. www.brownshipley.com Follow us: Twitter - @brownshipley Brown Shipley Social Media Disclaimer: http://www.brownshipley.com/social-media-disclaimer
We aim to meet the demands of today's investors with our commitment to offering a personal approach to wealth management, where your individual requirements are our primary concern. Integrating our wealth planning expertise with our high-calibre investment management heritage ensures JM Finn can provide an appropriate service for your needs. With a dedicated investment manager as the central point of contact, clients of JM Finn can expect a highly personalised service which allows for flexibility as and when circumstances change. Typically, our clients are looking to invest for the long term and see JM Finn as a trusted provider of sound investment and wealth advice. With a rich history of managing family investments, we tailor our services to suit investors’ differing needs across multiple generations via a generally conservative approach to investing, which typically sees us seeking returns over multiple market cycles, as opposed to targeting quick gains. With over 100 investment professionals, we have £10.2 billion of funds under management and administration on behalf of over 18,500 clients (as at 31st December 2020). The firm is headquartered in London and has five regional offices around the country in Bristol, Bury St Edmunds, Cardiff, Leeds and Winchester. It is important to remember, that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. JM Finn is authorised and regulated by the Financial Conduct Authority (FCA).
MWR Financial is a company that focuses on providing financial solutions such as; income shifting, land-banking, private reserve banking & accounts. Now is the time to learn more about tax reduction, credit restoration, debt elimination and resolutions, and wealth planning so that you can secure a REAL future for you, your family, and your loved-ones! Services by Financial Experts Include: - CreditMAX - MoneyMAX - EquityMAX - WealthMAX *****Please Note: That all services are completed by IRS-backed financial experts who does ethical and moral filings to secure your financial freedoms. These are professionals and there are no middle-mans nor is it a SCAM nor SCHEME! You submit your own documentation, which is followed by a consultation by the Financial Experts!*****
São Paulo, SP
Neela is a consulting firm specializing in wealth and financial planning. Instead of talking to different companies or professionals, we consolidate your service through a unique and exclusive structure. Our mission is to bring Wealth Planning and Private market techniques to a greater number of people and families, allowing more access to the best solutions on the market, currently restricted to a small layer of society. Our focus is to use all wealth planning tools and techniques, so that our clients can consolidate and perpetuate their liquidity, profitability and achieve their goals. As a company in the Private market, we provide tailor-made solutions and services, whether opening international current accounts, foreign exchange, insurance, special investments and developing projects for growth, protection and asset succession. We are Neela, your blue ocean.
Las Vegas, Nevada
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .