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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.

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