Gestalt Advisory specializes in providing bespoke services to single- and multi-family offices, helping clients develop and implement strategic plans for managing their wealth. By taking into account their financial goals, risk tolerance, and other relevant factors, Gestalt Advisory helps clients achieve their long-term objectives while minimizing risk and optimizing returns. The specific services provided vary depending on the needs and objectives of the client, but some common services include:
Strategic Planning
Helping clients develop a long-term strategic plan for their wealth, taking into account their financial goals, risk tolerance, tax considerations, and other relevant factors. This plan may include long-term goals such as preserving wealth for future generations, as well as shorter-term goals such as maximizing returns on investments or minimizing tax liabilities.
Investment Management
Providing investment advice and management services, including asset allocation, portfolio construction, and risk management. This includes helping clients develop an asset allocation strategy that takes into account their financial goals, risk tolerance, and other relevant factors, with the objective of recommending a diversified portfolio of investments to help minimize risk and maximize returns.
Risk Management
Helping clients manage risk across all aspects of their financial affairs, including insurance, cybersecurity, and other risk mitigation strategies.
Banking Optimization
Understanding the clients’ current banking structure and making recommendations and facilitating an optimization strategy depending on their needs.
Estate & Succession Planning
Helping clients with estate planning, including the creation of trusts, wills, and other legal documents to ensure their assets are passed on to their heirs according to their wishes.
Family Governance
Assisting clients with establishing family governance structures, including family councils, succession planning, and conflict resolution.
Tax Planning
Assisting clients with tax planning strategies to minimize tax liabilities and optimize after-tax returns. This may involve structuring investments in a tax-efficient manner, taking advantage of tax deductions and credits, and utilizing tax-deferred investment vehicles such as retirement accounts.
Philanthropic Giving
Advising clients on philanthropic giving strategies, including setting up charitable foundations and structuring donations for maximum impact.