Holistic Wealth Management for High Net Worth Clients
Investment Advice
- Management of investment accounts
- Portfolio review and investment analysis
- Portfolio Construction and process maintenance
- Personalized Investment Policy Statement
- Securities analysis and selection
- Asset allocation development and implementation
- Management and execution of rebalancing protocols
- Portfolio benchmarking and measurement
- Portfolio stress testing
- Discretionary asset management
- Cash Management and liquidity planning
- IRA rollovers and pension analysis
- 401k advice and management
- Conservator management services
- Trust services
Financial Advice and Planning
- Identify and track your financial goals
- Financial Position: Balance sheet and net worth compilation
- Retirement accumulation planning
- Retirement income and distribution planning
- Social Security strategies
- Health care and Long-term care planning
- Risk management and asset protection
- Executive compensation and benefits strategies
- Stock options
- Deferred compensation
- Restricted stock
- Key person benefits
- Bonus compensation
- 10b5-1 plan development
- Business owner financial planning
- Education funding and college planning
- Domestic Partner planning
- Family engagement – Multifamily planning
- Wealth preservation strategies
- Legacy and philanthropic planning
- Behavioral coaching
- Multidisciplinary strategies
Tax Planning and Strategies
- Income tax liability planning
- Deduction and year-end planning
- Tax efficient investing
- Tax loss harvesting
- Asset location
- Roth conversions
- Business continuity and succession planning
- Charitable giving, gifting strategies and estate planning
- Multigenerational planning and wealth transfer
Logan Park acts as a fiduciary for clients and is a fee only investment adviser. All services are based on magnitude, complexity and scope of services provided. For a detailed overview of our fee structure click here.
