With each passing year, protecting your existing wealth for generations to come has more meaning. And, it becomes more complex because of the assets you hold and those that you continue to accumulate. Your financial situation is not static and you have no plans to stop now. But you recognize that it’s time to pause and plan for your wealth preservation. As a Gibraltar Private client, the plan to preserve your assets will be formulated using a managed approach to balance risk and return. Financial strategies are deployed to help you make the most of what you have and pursue what you aspire to accomplish.
The Succession of Values and Ideas
The plan is for your wealth to benefit those that mean the most to you. The strategy will need to balance the long-term investment of your assets and the current cash flow needs of your lifestyle. more
What is accomplished is just as important as how your wealth is preserved. That’s why at Gibraltar Private the plan to preserve your wealth begins, and ends, with your values and priorities.
Preserving your assets takes into consideration tax implications today – and tomorrow. more
Preserving your assets takes into consideration tax implications today – and tomorrow. Because Gibraltar is involved with your overall wealth plan, we understand the complexities of your assets, ownership wealth structures and the unique situations of those who you intended to ultimately transfer your wealth to.
Expert Guidance and Advice
When it comes to preserving your assets, you expect the best guidance and advice. That’s why Gibraltar Private assembles a team of specialists to service your relationship. more
Each member selected because of their expertise in a particular field of financial advisory that will benefit you. A single point of contact orchestrates the performance of each member to provide you with simplified solutions and sophisticated strategies.
Planning for your retirement evolves over time. We’ll create a path to fund your planned lifestyle and the long-term goals for you and those who matter most to you. more
If you own corporate entities, we’ll present you with ideas on how leverage those assets to strengthen your financial security at whatever age you choose to exit the business.
Retirement planning solutions for you:
- Investment Planning
- Estate Planning
- Wealth Transfer
- Interest Retirement Account
Retirement planning solutions for your owned corporate entities:
- Business Succession Planning
Foundations and Endowments
Your personal desire is to ensure that that funds are available for a specify cause, situation or organization.
As part of your financial plan, we’ll suggest portfolio and investment strategies to align with your fiscal goals and investment style. We’ll identify when the formation of a foundation or endowment should be a considered as a strategic alternative. more
When investing capital to fund a specific individual or corporate entity, we’ll help you create a structure that includes the policies for the investment to endure or accomplish the intended goal:
- Risk mitigation policy
- Fund investment policy
- Fund usage policy
Trust and Estate Planning
Your situation is unique; your goals are distinctive. You expect a differentiated level of service when it comes to understanding the origination and desired allocation of your assets. Often, it’s the past that plans for the future.
Trust and estate planning services that evolve with you as you move through the milestones in your life. more
Financial oversight that collaborates with your accountant and attorney to consider:
- Tax implications
- Legal complexities
- Asset growth and preservation
- Liquidity and cash needs
- Philanthropic and family gifting
- Business succession planning