Signature seeks to establish long-term relationships built on trust, service and attention to detail. We generate ideas, implement strategies and continuously look for ways to help clients achieve their wealth management goals.

Although Signature clients have many different wealth management goals, they share similar concerns about maintaining a certain lifestyle, providing for younger generations and benefiting specific charities. Accomplishing those goals requires not only superior investment strategies, but also effective tax planning and appropriate legal structures. We address all of the issues involved in accomplishing complex goals of wealthy individuals.

Setting goals can seem straightforward on the surface, but the process involves some complexity. How much will be required to sustain the current lifestyle? How much risk is acceptable? How is risk defined? How much, and when, should younger generations receive? What about charitable legacies – is leaving a legacy important? What has been done so far to achieve the goals? Questions of how much, how soon, in what form, and at what cost and risk are continuous issues that must be addressed.

Achieving goals usually involves multiple disciplines. Simply growing assets is not enough if one of your goals is to create wealth for your children or create a charitable legacy. Managing investments for tax efficiency adds value over and above investment returns, particularly in years when traditional security markets struggle. Current philanthropic strategies may accomplish both the creation of a legacy as well as tax efficiency for income and transfer tax purposes. And where clients hold illiquid assets, or concentrated positions in liquid assets, those assets must be understood and included in the overall strategy for attaining goals.

Signature adds the most value when we have a comprehensive relationship with clients. Our clients have competent lawyers, accountants, insurance agents, and other advisors who excel in their specialized fields. However, rarely does any advisor see the entire financial situation of the client, and implementation is often left to the client without professional oversight. Missed opportunities and imperfect implementation can reduce the intended benefits of any strategy. Signature’s professionals know and understand the tax, legal and economic issues that affect wealthy families, and our process driven approach assures the ongoing generation of ideas along with detailed execution of chosen strategies. We work closely with other advisors to plan and execute for the best outcomes.