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ORGANIZE, SIMPLIFY, AND STREAMLINE YOUR FINANCES

At Quorum Private Wealth

we ofter a wide range of financial planning and investment management services for individuals, families, and businesses.

Before we get into the details, there's a few things you should know:

  • We're an independent firm with a dual registration that allows us to effectively and efficiently serve our clients. Learn more about what that means.
  • We work with a handful of best-in-class tech providers that allow us to offer cutting-edge, customized solutions.
  • We specialize in complex compensation packages, working with both companies and executives to maximize their benefits.
  • Our solutions are personalized based on each client's concerns, goals, and objectives.
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Holistic financial planning

Holistic financial planning means looking at your assets, liabilities, income, expenses, goals, concerns, and more. It's about covering your blind spots and spotting opportunities.

  • Cash flow and liquidity
  • Plan for college and other big purchases
  • Retirement planning

Investment management

Our team builds diversified investment portfolios that match our clients' goals and risk tolerance.

  • Asset allocation and portfolio management
  • Alternative investments, including real estate and private markets, where appropriate
  • Ongoing due diligence; monitoring investment managers

Tax strategy

It's not just how much you make, it's how much you keep. We work with our clients' tax accountants and attorneys on a variety of tax-minimization strategies.

  • Tax-loss harvesting
  • Tax location and diversification
  • Tax planning for a big-money event

Complex compensation

We work with both companies AND individuals on managing complex compensation packages. These include:

  • Restricted stock units and concentrated stock positions
  • Equity stock options (ISOs and NSOs)
  • Nonqualified deferred compensation plans

Estate and legacy planning

Retaining wealth across generations can require a combination of financial education and advanced planning. We work with our clients' attorneys and other professionals on:

  • Estate plans and inheritance
  • Establishing and managing trusts
  • Life, business, and umbrella insurance

Philanthropy

We help you put your money to work for the causes you care about in an optimal way—where both you and the recipient get the most out of your dollars.

  • Qualified charitable distributions (QCDs)
  • Donor-advised funds (DAFs)
  • Charitable trusts and private foundations
Work with us

Want to learn more about what goes into the services and strategies mentioned? We explore these topics and more on our insights page.

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For assistance, please contact Quorum directly at 925-488-0000