Investment bankers understand that carried interest and performance-based income create volatile cash flows that add a layer of complexity to wealth management strategies. We help you feel confident that your wealth is protected and optimized by building and executing a holistic plan designed to help manage cash flow while also minimizing taxes.
Protecting Current And Future Cash Flow Strategies
Investment bankers are experts in analyzing cash flows for business investments. We analyze your personal cash flow to create holistic wealth strategies aligned with your goals and adaptive to liquidity events and irregular performance-based income yields. For example, if we spot a significant carried interest liquidation event in the future, we may make specific tax optimization recommendations to help protect more of your income. In addition, we may show you ways that seek to insure the present value of your carried interest.
Strategies to Protect And Grow Your Portfolio
As an investment banker, you are no stranger to financial risk and you recognize the value of analysis and planning to mitigate your portfolio risk. Our specialized services help you address common risks along your journey to help build wealth protection and durability. In addition to portfolio risk management, we engage comprehensive investment strategies with investment expenses in mind to help you grow your wealth portfolio.