Advanced Case Design
Wealth management for high net worth individuals and business owners requires advanced strategies and techniques. The Advanced Case Design Group helps your firm by recommending or crafting customized solutions for your high net worth clients in the areas of asset management, tax planning, retirement planning, risk management and estate planning.
This group specializes in:
- Design and implement complete wealth management solutions across asset management, income tax planning, estate planning, retirement planning and risk management disciplines for affluent clients and clients with complex financial situations
- Advise and assist on client presentations
The professionals in the Advanced Case Design Group stand ready to help your firm serve your clients by acting as a liaison between your firm and 1st Global’s resource partners for insurance, asset management and retirement plans providers. They are also available to answer any technical questions your firm may have, help prepare for client presentations and provide follow up on pending cases.