PRIVATE WEALTH MANAGEMENT

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 like a lottery, you will need specialized advice to efficiently manage these assets. Our financial advisors will work closely with your tax and legal advisors to design, implement, and monitor your assets 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.