Services
Services
Badii Group Private Wealth Management will partner with your estate and tax advisors. This coordination considers your tax and estate planning when putting together your investments. Our wealth management services will then use this framework when allocating your investment asset types (equities, fixed income, etc.) or the entities they are held in (trust, LLCs. etc.)
Our approach to wealth management services considers all your family’s generations and many important details that other firms overlook. We provide investment education, wealth planning, charitable giving, and family governance. We’ll help your family improve their communication skills, make effective decisions, and rely on one another. No matter where you are in life, it’s always a good time to begin effectively managing your wealth with Badii Group Private Wealth Management.
Pre- and post-sale liquidity event
management – business sale, IPO,
and dividend recapitalization
Investment management, asset
allocation, and alternative
investments
Tailored lending – secured and
unsecured
Family Office investment solutions
Concentrated stock risk management
– monetization and hedging
strategies
Wealth planning, preservation and
philanthropy
2nd Opinion Service
In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.
