High Net Worth Wealth Management

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 $1 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.

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