AN ACCIDENTAL OBSERVATION: WHY WE DECIDED TO CREATE AN ELITE WEALTH ADVISORY AND INVESTMENT MANAGEMENT COMPANY.





Throughout the 1970's I was quite intrigued about finance. I probably read every book about investing, tax planning, asset protection and economics I could get my hands on. Among the numerous conversations I had with myself: somewhere with this knowledge, I thought, there had to be a way to help others. If nothing else, I figured I could use this information myself if I ever accumulated enough wealth of my own to manage.


The turning point: In 1977, I read an article in a magazine where it highlighted two very famous people: One, a celebrated actress and the other, a high-profile basketball player. What was unique yet similar about them? They both had lost a substantial amount of money after a business deal went bad. To add insult to injury, they also had run-ins with the IRS. These were very wealthy people who could probably afford the best financial advice money could buy, yet it was very apparent they had received some really poor advice. So, I thought to myself, if this happened to them, imagine what would happen to the average American?


It was at that moment I was convinced to put my idea of helping others into action by offering elite wealth advisory services. Today, we focus on three crucial areas at a minimum: exclusively for average individuals, business owners, and those with above-average wealth who need help with Investment Management, Estate, and Tax Planning.


Conrad Tarte


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What Differentiates Our Firm


As an elite wealth advisory firm, we provide our clients with the Family Office* experience. For some clients, this means helping them create a family trust or assisting with techniques to transfer wealth from one generation to another or tax wise methods to gift assets to charity. For others, it means providing real estate acquisition or disposition tax advice to evaluating the best choice of schools. For many, it's the best places to retire or catering to other personal needs such as preparing for future medical costs to locating legal experts for asset protection or tax professionals for unique tax strategies that are completely IRS compliant.

* The Family Office concept was first pioneered by many wealthy industrialists in the late 19th century and since the 80's have gained in popularity. After years of acquiring wealth, many wealthy and even ordinary families are challenged with how to grow, protect, manage taxes, navigate complex estate laws, and dealing with complicated business and family issues.


Today, the Family Office model incorporates many of the same issues, but may go further. This could include asset planning, capital management, wealth transfer, gifting and philanthropic plans, inter-generational planning, family trusts, family governance and education.


For some families, they may need help with personal affairs, background checks on domestic staff, finding a private school for their children, entertainment and catering needs to providing personal security for their residence and other real estate holdings, aircraft and watercraft management, to taking a private or family business public or arranging for an IPO and so much more.



We consider not only issues that you may face, but your family dynamics as a whole, including their health, proficiency at managing money, age, asset protection concerns, pending divorces and litigation, disability, handicapped children or spouses. In addition, those dealing with complex retirement, tax, investment and estate matters they need help with.


We often conduct brainstorming sessions about "what's next", now that clients are retired. And for those with entrepreneurial dreams, we conduct advisory panels where we may bring in other professionals to answer many of their pressing questions and provide updates on issues that matter the most to them about building, marketing, creating and growing their business ideas.


Our Image


We are not looking to acquire substantial numbers of clients just to say we have a lot of clients. Instead, we prefer to work with individuals and families who find value in what we do and want to work with us one-on-one to help them solve their important wealth challenges. Part of that process of getting to know them and their family members personally takes time. This often entails spending time with them and understanding their lifestyles, habits, dreams they would like to pursue and even the types of wine they enjoy.


Generally our clients are with us for many years. We want to be approachable - not stuffy - and operate in a more relaxed atmosphere, even though their concerns are taken seriously, as we get to know each other and spend time together. In fact, we want to be able to recognize their voices when they call even before they announce who they are. Try that with any other firm you do business with and see how it goes!


"We want to give you the attention you need and keep you apprised of changes that are necessary on an ongoing basis, which may affect your planning or goals at a moment's notice."