High Net Worth Investors


High net worth investors have a distinctive set of needs that often go above and beyond simple investment strategies. Townshend & Somani Group Wealth Management work with you to navigate the complex world of estate and tax planning, charitable gifting and investment solutions that are tailored to what you are trying to achieve. While situations are similar, each individual is unique and their wealth solution should be as well. Continue reading to find out how we serve the high net investor.
 

Business Owners

A unique set of opportunities and challenges come with owning a business. There are a number of advantages with respect to financial planning and structuring your business that can be utilized to ensure the benefits of owning a business are maximized, while the risks that you face are minimized or, if possible, eliminated completely. As an owner of a business your focus is quite often on growing your business and maximizing its value, this leaves little time for you to make better and more sophisticated decisions as it pertains to your wealth. That is why having a Wealth Management Team such as the Townshend & Somani Group is such a value to you as a business owner. We work with you to help craft a strategy for you to reduce tax, maximize investment resources, and minimize your risk so that you can spend time on doing the things that you love to do, which include growing your business.

Contact us to receive more information on how we help business owners:

 

Concentrated Wealth Solutions

Have you ever heard the saying “don’t put all your eggs in one basket?” Well sometimes that situation is difficult to avoid, what we say in Townshend & Somani Group is that if you are going to have all your eggs in one basket you had better watch that basket very carefully. At Townshend & Somani Group we specialize in successfully navigating the often complex world of taxation, risk management and estate planning that comes with concentrated wealth positions. We work with a carefully selected team of professionals to ensure that no stone goes unturned; we are also happy to work with your pre-existing advisors to ensure that you are properly taken care of. To find out how we can add value to your unique situation please click below to arrange a meeting with us.