Fairview’s comprehensive approach to wealth management provides advanced planning and proactive advice to help you reach your long-term goals. As a high net worth couple or family, your concerns are unique, and we know that only a comprehensive strategy can address both tomorrow’s opportunities and today’s challenges.

That’s why we guide you through key decisions including asset allocation choices and portfolio design. Our team specializes in areas such as:

“As a Fairview client, you will work with a team of professionals that know your specific financial situation and will respond promptly to your personal needs and questions.”

This article will walk you through the benefits of long-term wealth management with a CERTIFIED FINANCIAL PLANNER™ in the San Francisco Bay Area.

Fairview’s comprehensive strategy addresses challenges and opportunities

Fairview Capital’s wealth management team provides the resources, expertise, and guidance needed for high net worth families and couples to develop a comprehensive strategy for achieving their financial goals.

  • Our approach is proactive versus reactive. We take a holistic view of your entire financial picture in order to develop an integrated plan that will adjust over time as your needs evolve. This involves those who are most important to you.
  • You can be confident that your assets are managed by experienced professionals.

Tailored financial plans, asset allocation decisions, and personalized portfolios contribute to your wealth

When it comes to investing, there are many factors that go into deciding what’s best for you: your goals and timeline, risk tolerance, financial resources, etc. The Fairview team will recommend the appropriate mix of investments based on your specific goals and investment time horizon.

Wealth planning is complex and unique to every family

The Fairview approach to wealth management is based on the belief that every family is unique and is driven by a set of values and principles. We have experience with a wide range of family structures.

Wealth management also encompasses areas beyond personal finance, such as tax planning for businesses owned by your family members or trusts established within your estate plan to protect assets for future generations.

The wealth of a couple or family is often built over decades, and the future of that wealth must be planned for accordingly.

Fairview understands the unique tax situations that high net worth clients face

We can help you anticipate tax issues and plan for the future because our team has extensive experience in planning for high net worth couples and families.

For example, many of our clients have investment portfolios with several different types of accounts—IRAs, 401(k)s, pension plans, and trusts. We make sure the investments are properly diversified across these various accounts to maximize their effectiveness. We also advise how best to use each type of account based on your specific desires for retirement or estate planning purposes.

High net worth clients often have complex tax situations that require specialized planning. A dedicated wealth advisor in Marin County can help you identify ways to reduce your tax liability.

One of the biggest concerns for high net worth couples and families is how to manage their wealth from a tax perspective. Tax laws can be complex. The best way to address these issues is through comprehensive wealth management that includes income tax planning, estate planning, and other strategies.

Guidance on philanthropic decisions

Wealth managers at Fairview can provide guidance on philanthropic decisions in a way that maximizes your impact and offers tax benefits.

The Fairview team will:

  • Understand your goals and values
  • Advise on how best to give money in terms of impact and tax benefits
  • Help you navigate philanthropic decisions with ease while ensuring that they are consistent with all relevant tax laws and complex regulations

A comprehensive wealth management strategy will give you peace of mind and confidence in the future of your family wealth

Wealth management is a holistic approach to managing your wealth.

It requires a team of experts, regular communication, and constant monitoring on your behalf.

As a well-established wealth management firm in Marin County, Fairview is here to walk you through investing your family’s wealth. We are committed to helping our clients build and grow their families’ wealth.

If you’re interested in learning more about how we can support you and your loved ones, please contact us today!

The information contained in this communication is provided for general purposes only, and was prepared in reliance on independent, third-party sources that Fairview Capital Investment Management, LLC (“Fairview Capital”), an SEC-registered investment adviser, believes are reliable. Nevertheless, Fairview Capital does not guarantee its accuracy or timeliness of any information provided herein. The information reflects subjective judgments, assumptions and Fairview Capital’s opinion on the date made and may change without notice; Fairview Capital is not obligated to update this information. Nothing in this communication should be construed as investment or tax advice, a solicitation, offer, or recommendation, to buy or sell any security. Investment management services are offered only pursuant to a written investment management agreement, which investors are urged to carefully read and consider in determining whether such agreement is suitable for their individual needs and circumstances. The information in this communication should not be construed as an endorsement, recommendation or sponsorship of any company or security. If this post mentions a specific investment or security, we or our affiliates may have a position in that security (either long or short), and we may profit from a price change in that security.

Investment management and advisory services–which are not FDIC insured–are provided by Fairview Capital. Any links provided to other sites are offered as a matter of convenience and are not intended to imply that Fairview Capital or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see Fairview Capital’s Form ADV Part 2A and Form CRS for important details.

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  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250
    Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A
    Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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