At Signature we take a systematic approach to creating customized solutions. We seamlessly blend the disciplines of financial planning, investment management, tax planning, and philanthropy into an effective approach that delivers a:
Strategic Plan that reviews your current situation, and explores and defines the purpose of your wealth. The Strategic Plan is revisited over time.
Wealth Strategy for which Signature designs appropriate structures and manages asset allocation, investments, taxes, and cash flows. We also manage cash balances, ensuring that cash is effectively deployed. We deliver ongoing consolidated reporting of investment and non-investment assets, to give you a clear, consolidated picture of your wealth at any point in time.
Tax Plan and Organization in which we analyze and develop an annual income tax plan and prepare detailed income tax materials for your CPA.
Generational Plan in which we review and assess plan components regularly, tracking family and generational assets. We’ll also generate new ideas as family circumstances, the economy, and tax laws change.
Philanthropy Plan in which we explore philanthropic goals, track contributions and outstanding pledge commitments over time, and provide advice and services to establish a philanthropic organization of your own, as appropriate.
Together and separately, these plans complement each other to address every facet of your financial life in an integrated, personalized way.