Our Services
OUR SERVICES
Helping you build, protect & enjoy your wealth
Financial Planning
Evaluate. Define. Plan. Implement. Optimize.
Our experienced team collaborates with you to create a customized financial roadmap that aligns with your long-term objectives. This process involves evaluating your current financial situation, defining clear financial goals, and formulating a comprehensive plan to achieve them. Once implemented, we will regularly review and optimize your plan as your circumstances evolve.
Investment Management
Utilizing the right mix of stocks, bonds and alternative investments, client portfolios are managed using our 5 investment pillars: cost efficiency, tax efficiency, personalization, diversification and alpha / excess return.
Tax Optimization
Minimize your tax liability. In collaboration with our network of trusted tax accountants, our team of experts employ a range of tax-efficient strategies to keep you informed on tax-advantaged investments, tax deductions and tax-efficient wealth transfer to future generations.
Estate &
Legacy Planning
Ensuring that your wealth is preserved, taxes are mitigated and assets are transferred to future generations in a way that aligns with core values is essential. We collaborate with estate lawyers to create comprehensive estate plans – wills, trusts, and gifting strategies – to ensure that your assets are protected and distributed according to your wishes, while minimizing estate taxes.
Exit Planning
Selling or exiting from one’s business is an extremely emotional and taxing endeavor. If executed properly it can be an extremely rewarding process. PPW can help you evaluate the various paths to an exit and ensure the proper strategies are in place prior to a transaction to help maximize value, minimize taxes and optimize personal fulfillment.
Insurance & Risk Management
Protecting your assets and family is of the utmost importance. We collaborate with insurance professionals to assess your insurance needs, identify areas of risk and recommend appropriate coverage that brings you peace of mind.
Coordination of Specialists
We maintain an extensive network of professionals – from CPAs to estate lawyers to investment bankers and many more – to ensure all aspects of your financial life are harmoniously intertwined. This Virtual Family Office (VFO) type approach brings you the multi-disciplinary expertise desired but in a coordinated, flexible and cost effective manner.
OUR APPROACH
Our Investment Approach
Stocks
We utilize the best of active individual stock management complemented by passive index investing in a cost and tax efficient manner.
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Alternative Investments
When and where appropriate, alternative investments deserve a place in one’s portfolio to help reduce volatility and improve risk adjusted returns. Alternative investments include: private real estate, private equity, infrastructure, private credit, venture capital and managed futures. All alternative investments are not created equal, making manager due diligence and selection critically important.
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Bonds
We firmly believe the fixed income part of your portfolio should be the safest. In other words, the “sleep at night” money. Keep it simple, don’t get “cute” and keep credit quality high.
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Angel & Private Investments
We do not actively seek out angel investments for clients as part of our core offering but recognize clients may be solicited to participate in these types of opportunities frequently. We can act as an objective third party to help evaluate and bring structure to implementing these investments in a way that complements the rest of your investment portfolio.
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PPW Investment Pillars
Cost Efficiency
Fees matter. Some are worth it and some aren’t. Don’t overpay for investments or services and keep costs to a minimum.
Tax Efficiency
Portfolios should be managed in a manner that mitigates the tax bill.
Personalization
Many clients' goals and needs rhyme or sound the same, however, every situation is unique.
Diversification
Proper diversification using the appropriate mix of stocks, bonds and alternative investments is a must. Over diversification is a portfolio killer.
Alpha / Excess Return
Returns matter. Certain parts of a portfolio should aim to outperform its benchmark, but choosing the right “horse(s)” is not easy to do.
