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Elite Wealth Planning – What It Is and Why It Matters
A major driver behind today’s most successful and affluent business owners and entrepreneurs is often elite wealth planning.
Elite wealth planning is distinct from the traditional, plain-vanilla financial planning everybody is familiar with. Before you can see what makes elite wealth planning so special, it is important to understand the various planning strategies that make up the core of the most elite wealth planning efforts.
In this brief article, we discuss the seven mains types of elite wealth planning, and how you can use these as a toolset to help you protect and enjoy the wealth you have built from your business – for decades to come.
We will also reveal the most important focus of an elite wealth planner. It is the cornerstone of how Fairport inspires business owners and their families.
For more information on how Fairport inspires business owners and their families, contact:
Andrew R. Connors, CFP®, CEPA
Business Owner Leader
Partner, Fairport LLC
Fairport is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.