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Non-Financial Services

Incorporating non-financial wealth components into your financial plan enhances your success. These components include but are not limited to:

  • Family communication about wealth matters
  • Education of next generations on financial and business matters
  • Education of next generations to become dynamic wealth owners
  • Engaging family members in important decisions to be made about the wealth
  • Considerations when setting up trusts
  • Ethical wills

The 2012 Wharton Global Family Wealth Alliance report, “Benchmarking the Single Family Office: Identifying the Performance Drivers,” discovered that the more family members communicate and interact with each other and the more families invest in education of the next generations, the better their overall investment performance will be.

The report found this to be true of single family offices representing families with significant wealth. The same “performance drivers” can be applied to families at a variety of asset levels.

Through our strategic alliances, we offer access to professionals specializing in the management of these non-financial wealth components and we work with them to make your overall wealth management plan completely attuned with your goals and objectives as well as those of your family.

Advisory Roles Integrated Services Investment Management Non-Financial Services


 
 
 

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor



This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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