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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.
Ultra-affluent families are typically surrounded by multiple decisions that command their attention but often leave little time to deal with what is truly important.
This requires a firm with a proven, creative, and multi-disciplinary approach. Having a thought leader in their corner to bring the issues that matter most to the surface and help make decisions with clarity and confidence is what truly matters for them and will make a difference.
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.
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.
Advisors serving the ultra-affluent are aging out of practice. The family leaders recognize that in order to ensure their objectives are not only understood, but executed, there needs to be
continuity in the room when one day they will not be present themselves.
In order 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 the intrinsic knowledge and intentions of all the hard work 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.
ArisGarde seeks to understand the objectives of each generation. Having clarity amongst family is what ensure continuity from one generation to the next. Our firm has a generation of advisors and though leaders that are present for transitions. 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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