Regardless of how you have acquired wealth, be it through building a business, as a bequest from a close friend or relative, from a legal settlement, or even from a sudden windfall, personalized guidance on how to efficiently manage your assets can be incredibly helpful. Our financial advisors can work closely with your legal and tax advisors to design, implement, and periodically review your assets with you throughout the various stages of your life. At Stifel, we help you gain insight and perspective into the different ways that you may grow, enjoy, and pass accumulated wealth on to your heirs. Below we have listed some common strategies that may be helpful to individuals managing high-net-worth assets.

• Risk Management Strategies for Concentrated Stock Positions
• Restricted Stock (Rule 144)
• Private Equity
• Estate Planning Strategies
• Alternative Investments
• Managed Futures Programs
• Hedge Funds
• Structured Settlements

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.