Serving individuals in work and in retirement

The accumulation of wealth is often accompanied by issues, needs and complexities that require thoughtful financial counsel. You may be concerned about leaving a legacy, transferring wealth to your heirs, having a charitable giving strategy, or implementing a carefully considered estate plan. Our disciplined and collaborative approach is designed to address all these essential matters and bring cohesiveness to your financial life. It often will include our collaboration with your CPA and attorney – to help ensure that everything is well-tended and working together for you.

As a successful physician with a busy practice or career, you probably have little time left to devote to the important financial matters in your life. Nonetheless, it is crucial that they receive the proper attention. Collaborating with your tax and legal advisors, we can develop a comprehensive plan that addresses all personal and professional financial issues. Whether it’s estate or college planning, or helping you create a family limited partnership or asset-protection trust, you can trust the Asia Pacific team to give your financial life the full attention it deserves – so you can focus on treating your patients.

As a busy professional, finding the time to plan for your own financial future can certainly be a challenge. Our team can create a well-designed financial plan for addressing the many important financial matters, from protecting assets from liability risk and mitigating your tax burden, to managing cash flow and planning for your estate. If you’re looking to transition from your business, we can even help you develop an exit strategy and value your firm or practice.

You have spent your career in the corporate world and, because of it, need to address a number of complex financial matters, such as managing stock options and concentrated equities. However, because of the time-consuming demands of your career and the complex nature of your personal financial circumstances, planning on your own can be challenging. Count on the Asia Pacific team to serve as your trusted partner to help manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer, and charitable giving.

Building a business while staying true to your entrepreneurial vision is definitely a full-time job which leaves little or no time for your personal financial matters. We can help you with both. Understanding your business and goals helps us address a wide variety of important needs during all stages of your business and your life. Whether looking for solutions for employee retention, insurance and financing, or help with asset preservation, tax and estate planning, we can help now and in the future as you look to create an exit plan for your eventual transfer of wealth.

Preserving your wealth and maintaining your comfortable lifestyle throughout retirement are high priorities. We can create a personalized plan designed to preserve your wealth and mitigate the impact of market risk, taxes and inflation. This includes managing your required minimum distributions and determining the most tax-efficient ways to draw income from your taxable and tax-deferred investments. We can also collaborate with your legal and insurance professionals on having a plan for your estate, and having the protection provided by life insurance and long-term care insurance.