IT DOESN’T MATTER IF YOU ARE NOT A MILLIOINAIRE,

YOUR HARD EARNED DOLLARS ARE JUST AS IMPORTANT TO US

 

Building on our strengths in serving athletes and entertainers, Wales has developed a unique set of

services to meet the complex needs of affluent individuals. The majority of business managers of private clients emphasize investment management products only; no one gives them the hands on day to day assistance and financial and lifestyle concierge services to protect and preserve their wealth the way Wales does.

 

Wales serves as point with your accountants, lawyers, investment managers, bankers, and other service providers to create a positive tension amongst your team and to always have your best interests protected.

 

Our role in your life begins with a daily review and posting of your bank account transactions and extends to providing advice on protecting those assets and using them wisely. 

  

Services

1. Cash Management

• Manage and monitor assets and liabilities on a daily basis.

• Bill pay

• Budgeting and resource allocation

• Manage financial institution relationships

2. Investment guidance/wealth preservation strategies

3. Estate planning

4. Financial planning

5. Executor services

6. Family fiduciary services

7. Property management

8. Philanthropy

9. Insurance strategies

10. Personal services (health, travel, etc.)

11. Client, family member, friend intermediary

12. Tax preparation and planning