What is Private Wealth Management
What Can You Expect
KPW Commitment
At KPW, we coordinate banking, estate planning, legal resources, tax professionals and investment management. Wealth Management is often referred to as a high-level form of “Private Banking” for the especially affluent. One must already have accumulated a significant amount of wealth for Wealth Management strategies to be most effective.
Highly customized and sophisticated investment planning and management services. The call for greater service does not end here; investment advisors must have sufficient information, from objective sources, regarding all product and services owned by their clients to answer enquiries regarding performance and degree of risk, whether it is at the portfolio level, client level or individual investment level. At KPW we utilize objective investment and forecasting sources that enable us to make recommendations based on the most current information.
Since the market crash of 2008 Investors’ lives have been turned inside out as their risk tolerances were tested to the extreme and their investment assumptions were overturned. For this reason it is critical that wealth managers must be prepared to respond to a greater need by clients to understand, access, and communicate with their advisers regarding their current relationship as well as the products and services that may satisfy future needs.
At KPW, we coordinate banking, estate planning, legal resources, tax professionals and investment management. Wealth Management is often referred to as a high-level form of “Private Banking” for the especially affluent. One must already have accumulated a significant amount of wealth for Wealth Management strategies to be most effective.
Highly customized and sophisticated investment planning and management services. The call for greater service does not end here; investment advisors must have sufficient information, from objective sources, regarding all product and services owned by their clients to answer enquiries regarding performance and degree of risk, whether it is at the portfolio level, client level or individual investment level. At KPW we utilize objective investment and forecasting sources that enable us to make recommendations based on the most current information.
Since the market crash of 2008 Investors’ lives have been turned inside out as their risk tolerances were tested to the extreme and their investment assumptions were overturned. For this reason it is critical that wealth managers must be prepared to respond to a greater need by clients to understand, access, and communicate with their advisers regarding their current relationship as well as the products and services that may satisfy future needs.
