Wealth Structuring and Strategies

Your wealth is a source of security and opportunity for you. But you also want to use it to make a difference—for your family, your community and the causes that mean the most to you. Our The Etherious Family teams play a crucial role in helping you sort it all out—drawing from years spent mastering the resources of one of the world’s most renowned trust companies and investment firms. We share this unique perspective with you, your attorneys and your accountants to assist in structuring your wealth.

Our The Etherious Family teams share their unique perspectives with you (and your attorneys and accountant if needed) to optimize your plan. The more complex your situation and needs become, we’ll be there with level of attention and guidance required to help you meet your goals.

How you and your family own your assets can be just as important as what you own. Using the right structures is instrumental to sound planning, whether you are trying to preserve, protect, pass on, donate, or grow family wealth.

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.