The ultra-affluent expect the best when it comes to their planning and wealth management. ArisGarde has earned a reputation for excellence and understands the complexities that the affluent face.

TIME

THE CHALLENGE

As ultra-affluent families become more established, the complexity of managing a families wealth increases. If a family and their team of advisors are not on the same page, it doesn’t make it easier to manage their family fortune, it makes it more difficult.

Many affluent clients believe their team of advisors are not properly coordinated, meaning they don’t have a clear, collectively understood picture of the family’s goals and objectives. This lack of synergy only serves to add to the confusion and discord of the family experience surrounding their wealth and management.

THE SOLUTION

Our firm believes that when true coordination and harmony amongst the team of advisors happens, the quality of advice increases. ArisGarde has extensive experience working with ultra-high net worth families and their teams of advisors. Our firm will help create a plan ensuring a legacy that lasts for generations.

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COORDINATION

Mother and child

THE CHALLENGE

As the ultra-affluent become more established, the complexity of their life goes up, not down. If their family and their team of advisors are not on the same page, it doesn’t make it easier to manage their family fortune, it makes it more difficult.

Many affluent clients believe their team of advisors are not properly coordinated, meaning they don’t have a clear, collectively understood picture of the family’s goals and objectives. In fact, they aren’t sure their advisors have ever been in the same room together, let alone know eachothers' first names. This lack of synergy only serves to add to the confusion and discord these clients' experience.

THE SOLUTION

Our firm believes that when true coordination and harmony amongst the team of advisors happens, the quality of advice increases. ArisGarde has extensive experience working with the ultra-affluent and their teams of advisors. Our firm will help create a plan to leave a legacy that lasts for generations.

CONTINUITY

THE CHALLENGE

Advisors serving the ultra-affluent lack the ability to provide continuity in their advice to the next generation of the family. Family leadership recognize that to ensure their objectives are not only understood, but executed, there needs to be continuity in the room when the next generation takes on a leadership role in managing the family wealth.

To ensure that the wealth they have worked hard to preserve lasts for generations, they need to know there is continuity amongst their advisors to pass on intrinsic knowledge and intentions down the family line. Having the various generations of family involved in a planning process is also an overlooked, yet vital piece to the continuity puzzle. We seek to take this head-on for affluent families.

THE SOLUTION

ArisGarde seeks to understand the objectives of each generation. Having clarity amongst family is what ensures continuity from one generation to the next. Our firm has a generation of advisors and thought leaders that are present today, but also there for transitions into the future. This often is the difference between wealth and legacy moving to the next generation or getting lost to friction, frustration, and fractured relationships.

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