Wealth management clients for whom we manage more than $3 million are part of PP&W’s Concierge Wealth management offering. Our Concierge Wealth clients have worked with us on average for 14 years, and on average invest $4.6 million with us (as of December 31, 2020).
In addition to financial planning and investment management, Concierge Wealth clients enjoy distinct services. We strive to work with your entire family, and as such, our minimums are waived for adult children who wish to engage with PP&W, even if they have no assets to manage at present. We understand that wealth management spans all generations, and careful planning and communication is necessary to ensure your wealth transfer goals are met.
We will work to go deeper in the areas of your Financial plan where you need it most. To do this we will meet as often as you desire, whether in person, Zoom, or on the phone, and we will put specific focus and resources toward an income tax efficiency and estate planning, and Family Philanthropic Planning.