High Net Worth Individuals

High net worth individuals and families require strategic planning that fits the goals and aspirations for managing, preserving and transferring wealth.  This calls for your professional to become intimately immersed in all financial matters in order to make appropriate recommendations.  Therefore, Geltrude works closely with your attorneys, investment advisors, insurance specialists and others to make certain that your planning is fully coordinated and complies with your needs and goals.  Before we make any recommendations on your financial position, we commit the time to learn about your lifestyle and understand your short and long term objectives.  Then, upon gaining an understanding of your complete financial picture, we build strategies to help you maintain the lifestyle you’re accustomed to, protect your assets, and pass wealth to the next generation.

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