Purpose

In addition to providing high-level expertise & a comprehensive range of services – Stamford Privee differentiates itself in the way that holistically links the planning process with the client’s vision & purpose… taking into account a family’s aspirations as well as its assets.

With Stamford Privee assistance & guidance, you can:

Control 100% of Your Wealth – by employing strategies that:

  • Eliminate estate and/or gift taxes
  • Reduce or eliminate income taxes
  • Protect assets from creditors
  • Pass the full value of an estate to heirs

Move From Success To Significance – through a “Purpose-Driven Plan” that addresses spiritual, emotional & social issues, and aligns financial & legal plans with personal values that may include:

  • Making charitable gifts instead of paying taxes
  • Involving family members in benefiting the community

Assemble a Highly Skilled Planning Team – that enables you to:

  • Engage nationally-respected attorneys through a simple process
  • Benefit from the depth of experience of advisors who specialize in unique strategies for families of wealth
  • Work with planners who understand the complexities of Multi-Disciplinary Planning

Integrate Advanced Tools Into a Comprehensive Plan – allows you to:

  • Apply creative & cutting-edge ideas not widely available
  • Optimize both the portfolio & the estate plan to achieve true wealth optimization
  • Maintain financial & estate information in a format that keeps all of your advisors “on the same page”
  • Integrate the impact of all proposes strategies on cash flow, income taxes, charitable giving, estate & wealth distribution
  • Understand the integrated planning effects through attractive & easy-to-follow graphs, tables & text reports
  • Easily re-optimize the plan in response to changing goals, asset values, or tax laws