Managing substantial wealth requires a unique set of skills and resources to ensure your
time, assets, and opportunities are maximized to the best of their capabilities. And when
you’re managing a company or estate worth millions (or billions), you typically don’t have
time to harness those opportunities on your own. That’s why you need a partner to help you
protect your assets, capitalize on success, and implement tax-efficient strategies that can
optimize your wealth. When you have someone in your corner overseeing these important areas
of your private wealth management, you’re free to focus on what you do best.
For our clients of the highest net worth, we often become like a personal CFO, overseeing
their financial world and offering wise counsel so they can continue enjoying their life and
the success they’ve created. We make sure that each detail of our high-net-worth (HNW) and
ultra-high-net-worth (UHNW) clients’ financial plans are managed with utmost efficiency and
care because we know that for individuals with substantial wealth, it’s especially important
to work with someone you trust who has your best interest at heart.
A Collaborative Approach to HNW Private Wealth Management
At Crown Wealth Strategies, we understand that the life of a millionaire or
multimillionaire involves a lot of moving pieces. You have multiple advisors and
professionals helping you keep things in balance, and you need each person’s specific
expertise to align with your larger vision of success. That’s why we pride ourselves in a
collaborative approach to HNW private wealth management. When we take on the role of your
personal CFO, we make it our mission to oversee the big picture and help ensure your goals
are met. You may have several brilliant minds helping you manage your financial world, but
if you don’t have one person who knows the ‘why’ behind your wealth management, you run the
risk of ending up with disjointed strategies that don’t harmonize to support your
overarching goals.
When we manage the private wealth and estates of HNW and UHNW individuals, we make it a
point to work alongside your suite of advisors. Not only do we collaborate with your trusted
professionals, but we make sure to coordinate with you personally so that you have a seat at
the table for every discussion about your financial future and your goals. That way, you can
be confident that everything is working together according to your needs and desires.
Comprehensive Oversight for the High-Net-Worth Private Wealth Management Client
As we design financial plans for high-net-worth and ultra-high-net-worth clients, we use an
integrated insurance and investment strategy that allows you to manage your wealth
holistically and comprehensively. We combine this approach with a meticulous step-by-step
process that ensures key aspects of your financial world are attended to. We start by
collaborating with you to ensure we both fully understand your situation, the process, and
our recommendations for your private wealth management needs. Then we outline strategies for
risk mitigation, asset accumulation, and distribution that are specifically tailored to the
needs of a high-net-worth individual or substantial estate. As we design your plan, we’ll
provide recommendations and resources for strategies like retirement planning, education
planning, risk management, investments, insurance, annuities, and tax diversification.
Our Strategic Partnership for High-Net-Worth Private Wealth Management
Through Lizzie’s alliance with The Nautilus Group®, Crown Wealth provides comprehensive
business and estate planning for even the most complex cases. With this strategic alliance,
we have access to approximately 30 elite financial professionals specializing in strategies
for individuals and families of the highest net worth. Our Nautilus partners offer extensive
expertise and we leverage this partnership for our clients' benefit.
When we create a financial plan for a high-net-worth or ultra-high-net worth client, we
leverage this partnership to ensure each client’s case is reviewed by this robust and
diverse team of experts. We collaborate with our Nautilus partners for consultations, HNW
case design, and case review, so you have confidence that your financial landscape receives
the highest level of attention and care.
