Wealth Planning & Advice

What’s the purpose of your wealth, and what impact would you like it to have? Once we get to know you, we use a goals-based approach to understand the intent you have for your wealth, and then align your resources and decisions to support it.

A personalized strategy in pursuit of your goals

Let’s identify your priorities, passions and pain points, and allow your resources to work together in harmony. It’s easy to locate specialists in specific disciplines, but rare to find one dedicated team driven to deliver for you. Find it with us, along with a tailored approach to your goals.

Trust & Estate Planning

We can help you optimize your estate plan around what matters most to you

Philanthropy Services

When you’re ready to establish your philanthropic plan, we can help you find the approach that is suitable for you

Family Governance

Let us help you create a framework to manage your family’s wealth, including governance and succession planning

Private Business Advisory

We have deep experience advising businesses across industries and geographies, preparing them for the next transition

Executive Compensation Advisory

From guidance on the tax landscape, compensation and more, wherever you are on your executive journey, we’re ready to help

Wealth Structuring And Strategy

Our specialists share their decades of experience and unique perspectives to assist in structuring your wealth

Family Office Services

Access cutting-edge insights, strategic financing and exclusive opportunities for your family office

Important Information

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.

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