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Services

Services

Badii Group Private Wealth Management will partner with your estate and tax advisors. This ensures that your investments will support your tax and estate planning. Our wealth management services will maximize the success of your investments no matter what your asset types (equities, fixed income, etc.) or the entities they are held in (trusts, 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.