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Our Services > Premier Services > Premier Services Detail
As a Premier Services client, GW & Wade manages every aspect of your total net worth, from investment management and employment-related services, to tax planning and risk mitigation, to name a few. We can also administer your philanthropic and estate plans, increasing the tax benefits linked with giving, while minimizing your exposure to estate and income taxes. Whatever your long-term financial needs, we can address your concerns with a completely personalized, 360-degree service model that proactively manages your total net worth — now and well into the future.
Premier Services — a multifaceted approach to total net worth management:
Investment Management Services
- Reviews and recommendations for asset allocation, tax efficiency strategies and alternative asset classes
- Account aggregation for the management of your relationship and portfolio fee negotiation
- Portfolio performance analysis and reviews
Employer Stock Option and Restricted Stock Services
- Comprehensive advice on stock option terms and incentive stock option strategies
- Tracking and planning for the exercise of stock options and restricted stock
Employment Related Services
- Evaluation and monitoring services for employment related decisions, investments and benefits
Tax Planning Services
- Multi-year tax planning and strategies, updated for new tax laws as needed
- Annual tax planning, return preparation and communications with IRS and state tax authorities
Lifetime Estate and Wealth Planning Services
- Retirement and estate modeling and planning
- Education funding and gifting strategies for children and other important relations
- Cash management
Philanthropic Services
- Philanthropic planning, administration and tracking
- Relationship management by serving as intermediary with charitable institutions before, during and after major gifts are pledged and paid
- Establishing and managing private foundations
Risk Mitigation Services
- Insurance review and oversight, evaluation of optimal policy ownership
- Evaluation of domestic and off-shore asset protection opportunities
Other Financial Services
- Special purchase review, comment and negotiation (e.g. second homes, yachts, planes, art)
- Comprehensive debt management
- Negotiation and oversight of fees charged by professional and other service firms
- Sourcing of optimal financing for principal or second home purchase
- Completion and follow up on all account and any other service-related paperwork
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2010 GW & Wade |
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