For multi-generational wealth:
Our multi-generational clients tend to be more concerned with preserving wealth than taking risk on the upside of the markets. We understand risk management from a portfolio construction standpoint, putting the right “wrapper” around an entity to reduce liability, South Dakota and offshore Trusts, and having the right insurances and protections in place.
The larger the family wealth, the larger the target they often have on their backs. A solid risk management plan that does a 360 degree assessment of the risks that need to be minimized, mitigated, or insured is critical to smoothing the path to true financial independence. The White Oaks team, comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, a Certified Public Accountant (CPA) and Chartered Financial Analyst® (CFA®) in cooperation with existing advisors and agents will develop and implement a cogent plan to manage risk appropriately.