Wealth Management Oversight

Overlay these issues with who in a household should own each type of investment account and how they should be funded and depleted gets into the realm of wealth management. Often private companies and non-market investments come in to play as well in the planning process, as well as pension benefits.

Issues of tax and estate planning enter into the ‘big picture’, as our wealth grows in value. The question of discretionary management and alternative investment classes comes into the discussion. It is at this stage that we enter into discussions on the design of investment policy statements and performance measurement for their advisors.


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