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Family Wealth Platform
Ultra-high-net-worth individuals and families face unique challenges and opportunities. Through our Family Wealth Platform, our experienced Wealth Partners can help you manage your lifestyle needs and navigate family dynamics and philanthropy.
Wealth Planning
How to prepare your finances for marriage
Dec 13, 2024
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read moreWealth Planning
Donor-advised funds vs. private foundations: How to choose your giving strategy
Dec 12, 2024
Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.
Read moreWealth Planning
3 key motivations for giving this season
Dec 12, 2024
The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.
Read moreOur partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.
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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.
Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.
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