Among the many types of investors guided by Cary Stamp & Co., we have some of the most savvy clients in the U.S. Typically, high net worth investors possess at least $2 million in investable assets.
A good percentage of our clients fit this high net worth category. Some have significantly higher asset levels pushing towards "ultra-high net worth" status.
One of Cary’s primary areas of expertise is working with hedge fund managers and employees, in addition to successful entrepreneurs, business owners, and corporate executives. As a result, our team is an experienced group of high net worth financial advisors—working with clients and their tax accountants and estate attorneys on sophisticated planning in the following areas:
- Multigenerational Financial Planning
- Tax-Efficient Charitable Giving
- Donor Advised Funds
- Family Foundations
- Gifting Appreciated Assets
- Estate Planning
- GRAT
- Creative Funding and Distribution of Inheritances
- Asset Protection
- LLC Accounts
- Trust Accounts
- QTIP
- Dynasty
- Life and Long Term Care Insurance
- Employee Retention, Corporate Retirement Plans, and Succession Planning
- Deferred Compensation
- Company Owned Life Insurance
- Buy-Sell Life Insurance
As a team, our motivation for pursuing a vocation in the financial advisory field is that we care deeply about helping people. We gladly accept clients with modest investable assets if there's a mutual fit with our process and philosophy.
ASSET MANAGEMENT FIRM / SERVICES
