As your wealth increases, so does the need to have concrete financial goals. Working with a private wealth team will let you reach those goals while staying fully compliant and avoiding all liabilities. Everyone acquires wealth in different ways and has unique assets and needs. We focus on the overall picture of your finances. We will look at your assets and set you on the right path to reach your full financial potential.
Let our experienced private wealth team work for you. Don’t trust your wealth to just anyone.
Our services are specifically designed to guide and help you through every stage of your life. From bill pay and expense reporting, tax planning and reporting, all the way through trust, estate, and succession planning. No matter the obstacle you face with your private wealth management, Holbrook & Manter can help.
We strongly believe in and are highly skilled at proactive tax planning. We leave no stone unturned when it comes to reviewing your past tax activity and working towards minimizing your tax burden. Total compliance is always the end goal. We can also assist you with making all decisions that will touch your tax picture, including selling business tax consequences and much more.
Education, entertainment, wellness – we want you to be able to fund and enjoy it all. We believe in a holistic approach to your personal accounting. We want to help you stay on a successful path, living the life you want.
With Holbrook & Manter’s Private Wealth Team, you can fully outsource business and personal exercises such as expenses payment, streamlined expense reporting, and bill pay.
Your business & personal cash flow should be monitored constantly, and we can do that for you. We will help you implement planning strategies, review different types of investments and insurance products with you, and make recommendations to help you meet your financial goals and protect your wealth.
Let our team assist you with your private banking/lending needs. Look to us to leverage our relationships with other professional advisors with your benefit in mind.
Philanthropy is rewarding, but challenging, when it comes to tax reporting. Not only will we help with that part of it, but we can also provide guidance when it comes to donor advised funds, trust structures, asset protection, and more.
We are skilled at carefully navigating a smooth transition to the next generation of wealth. Business planning, gifting, and estate planning all come into play here and the process calls for knowledge and compassion. We can provide both.
We offer a one-stop full resource for family guidance and help through our experience and services and our strategic partners.
Turn to us for comprehensive planning to preserve, transfer, and protect wealth. A CPA should be involved in all planning matters, including review estate planning documents and consulting with your legal team.
Our team will work to protect your assets at every turn. We can be involved in Insurance decisions, estate planning, comprehensive review, and more.
Looking to grow your team of advisors? We can assist you with this process, ensuring your team is competent. Allow us to introduce you to some of the best professionals in the fields where you need new advisors. Once selected, we will work closely with the team to help you reach your goals.
Our team can provide guidance and recommendations on family wealth decisions and help you navigate your family’s long-term wealth vision.
Maybe we can help answer them.
As your wealth and assets grow, you reach a certain point where the need for a high-level team becomes apparent. Not all accountants work in the private wealth space, and the more financial elements you must manage, the more you will need a team that knows the space inside and out. Increased wealth brings about complex tax and estate planning needs, as well as new insurance requirements, legal considerations, and much more. You owe it to yourself and your legacy to work with a specialized team.
Without a doubt and from day one. Our philosophy is, we are a part of your larger advisory team, and we all need to work in lockstep to best serve you. We will gladly work in conjunction with advisors such as your legal team, insurance contacts, financial advisors, and more. Together, we will help you stay compliant and grow your wealth. Need new advisors? We work with the best and can refer you to the best.
No, and you have our word on that. You won’t find a more dedicated accounting team in this space. You won’t see our dedication in our credentials, you will see it in our interactions with you. We are known for building long-term relationships with our clients and we do this through frequent communication, timely deliverables, and attention to detail. We are selective about our client base, allowing us to keep ourselves available and present to those we work with.